Skip to main content

PBMares Wealth Management LLC

SEC CIK
0001801682
Latest filing
Oct 27, 2025

HD holding history

Home Depot, 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.

HD overviewAll 13F holders of HDFull Q3 2025 holdings

Shares (Q3 2025)
4,410
Value
$1.79M
% of portfolio
0.3%
Quarters held
19
Since Q1 2021
Holdings of HD by PBMares Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20254,410$1.79M0.3%+691+18.6%AddedHolders
Q2 20253,719$1.36M0.2%+44+1.2%AddedHolders
Q1 20253,675$1.35M0.3%−779−17.5%ReducedHolders
Q4 20244,454$1.73M0.4%−164−3.6%ReducedHolders
Q3 20244,618$1.87M0.4%+19+0.4%AddedHolders
Q2 20244,599$1.58M0.4%+5+0.1%AddedHolders
Q1 20244,594$1.76M0.5%+143+3.2%AddedHolders
Q4 20234,451$1.54M0.5%−78−1.7%ReducedHolders
Q3 20234,529$1.37M0.5%−90−1.9%ReducedHolders
Q2 20234,619$1.43M0.5%−12−0.3%ReducedHolders
Q1 20234,631$1.37M0.5%+201+4.5%AddedHolders
Q4 20224,430$1.40M0.6%+10.0%AddedHolders
Q3 20224,429$1.22M0.5%+76+1.7%AddedHolders
Q2 20224,353$1.19M0.5%+10.0%AddedHolders
Q1 20224,352$1.30M0.8%+50+1.2%AddedHolders
Q4 20214,302$1.78M0.8%+10.0%AddedHolders
Q3 20214,301$1.41M0.7%−500−10.4%ReducedHolders
Q2 20214,801$1.53M0.8%+10.0%AddedHolders
Q1 20214,800$1.47M1.2%––Holders

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