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PBMares Wealth Management LLC

SEC CIK
0001801682
Latest filing
Oct 27, 2025

ELV holding history

Elevance Health, 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.

ELV overviewAll 13F holders of ELVFull Q3 2025 holdings

Shares (Q3 2025)
858
Value
$277.2K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of ELV by PBMares Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2025858$277.2K<0.1%00.0%UnchangedHolders
Q2 2025858$333.6K0.1%+96+12.6%AddedHolders
Q1 2025762$331.3K0.1%00.0%UnchangedHolders
Q4 2024762$281.0K0.1%−149−16.4%ReducedHolders
Q3 2024911$473.6K0.1%−175−16.1%ReducedHolders
Q2 20241,086$588.3K0.1%+7+0.6%AddedHolders
Q1 20241,079$559.4K0.1%+57+5.6%AddedHolders
Q4 20231,022$481.8K0.1%+7+0.7%AddedHolders
Q3 20231,015$441.8K0.2%00.0%UnchangedHolders
Q2 20231,015$450.8K0.2%−86−7.8%ReducedHolders
Q1 20231,101$506.1K0.2%+75+7.3%AddedHolders
Q4 20221,026$526.2K0.2%+102+11.0%AddedHolders
Q3 2022924$420.0K0.2%−2−0.2%ReducedHolders
Q2 2022926$447.0K0.2%−6−0.6%ReducedHolders
Q1 2022932$458.0K0.3%00.0%UnchangedHolders
Q4 2021932$432.0K0.2%−142−13.2%ReducedHolders
Q3 20211,074$400.0K0.2%−28−2.5%ReducedHolders
Q2 20211,102$421.0K0.2%+226+25.8%AddedHolders
Q1 2021876$314.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.