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PBMares Wealth Management LLC

SEC CIK
0001801682
Latest filing
Oct 27, 2025

ET holding history

Energy Transfer LP 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.

ET overviewAll 13F holders of ETFull Q3 2025 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2022
Holdings of ET by PBMares Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−12,472−100.0%Sold outHolders
Q1 202312,472$155.5K0.1%00.0%UnchangedHolders
Q4 202212,472$148.0K0.1%+12,472NewHolders