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PBMares Wealth Management LLC

SEC CIK
0001801682
Latest filing
Oct 27, 2025

ED holding history

Consolidated Edison Inc in every 13F filed by PBMares Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ED overviewAll 13F holders of EDFull Q3 2025 holdings

Shares (Q3 2025)
2,000
Value
$201.0K
% of portfolio
<0.1%
Quarters held
6
Since Q4 2022
Holdings of ED by PBMares Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20252,000$201.0K<0.1%00.0%UnchangedHolders
Q2 20252,000$200.7K<0.1%00.0%UnchangedHolders
Q1 20252,000$221.2K<0.1%+2,000NewHolders
Q4 20240$00.0%−2,000−100.0%Sold outHolders
Q3 20242,000$208.3K<0.1%+2,000NewHolders
Q2 20230$00.0%−2,100−100.0%Sold outHolders
Q1 20232,100$200.9K0.1%00.0%UnchangedHolders
Q4 20222,100$200.2K0.1%+2,100NewHolders