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PBMares Wealth Management LLC

SEC CIK
0001801682
Latest filing
Oct 27, 2025

META holding history

Meta Platforms, 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.

META overviewAll 13F holders of METAFull Q3 2025 holdings

Shares (Q3 2025)
592
Value
$434.6K
% of portfolio
0.1%
Quarters held
19
Since Q1 2021
Holdings of META by PBMares Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2025592$434.6K0.1%−4−0.7%ReducedHolders
Q2 2025596$439.8K0.1%00.0%UnchangedHolders
Q1 2025596$343.4K0.1%−1,091−64.7%ReducedHolders
Q4 20241,687$987.5K0.2%−31−1.8%ReducedHolders
Q3 20241,718$983.7K0.2%+18+1.1%AddedHolders
Q2 20241,700$857.2K0.2%−61−3.5%ReducedHolders
Q1 20241,761$855.1K0.2%−64−3.5%ReducedHolders
Q4 20231,825$646.0K0.2%+37+2.1%AddedHolders
Q3 20231,788$536.8K0.2%−129−6.7%ReducedHolders
Q2 20231,917$550.1K0.2%−182−8.7%ReducedHolders
Q1 20232,099$444.9K0.2%−87−4.0%ReducedHolders
Q4 20222,186$263.1K0.1%−279−11.3%ReducedHolders
Q3 20222,465$334.0K0.1%+73+3.1%AddedHolders
Q2 20222,392$386.0K0.2%00.0%UnchangedHolders
Q1 20222,392$532.0K0.3%−25−1.0%ReducedHolders
Q4 20212,417$813.0K0.3%−481−16.6%ReducedHolders
Q3 20212,898$984.0K0.5%00.0%UnchangedHolders
Q2 20212,898$1.01M0.5%00.0%UnchangedHolders
Q1 20212,898$854.0K0.7%––Holders

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