PBMares Wealth Management LLC
- SEC CIK
- 0001801682
- Latest filing
- Oct 27, 2025
EPD holding history
Enterprise Products Partners L.P. 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.
EPD overviewAll 13F holders of EPDFull Q3 2025 holdings
- Shares (Q3 2025)
- 34,020
- Value
- $1.06M
- % of portfolio
- 0.2%
- Quarters held
- 4
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 34,020 | $1.06M | 0.2% | +22,010+183.3% | Added | Holders |
| Q2 2025 | 12,010 | $372.4K | 0.1% | −5,500−31.4% | Reduced | Holders |
| Q1 2025 | 17,510 | $597.8K | 0.1% | −2,503−12.5% | Reduced | Holders |
| Q4 2024 | 20,013 | $627.6K | 0.1% | +20,013 | New | Holders |