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Livermore
Livermore
ZHEN

PBMares Wealth Management LLC

SEC CIK
0001801682
Latest filing
Oct 27, 2025

PAA holding history

Plains All American Pipeline 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.

PAA overviewAll 13F holders of PAAFull Q3 2025 holdings

Shares (Q3 2025)
18,179
Value
$310.1K
% of portfolio
0.1%
Quarters held
16
Since Q4 2021
Holdings of PAA by PBMares Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202518,179$310.1K0.1%+113+0.6%AddedHolders
Q2 202518,066$331.0K0.1%+114+0.6%AddedHolders
Q1 202517,952$359.0K0.1%+1,078+6.4%AddedHolders
Q4 202416,874$288.2K0.1%+74+0.4%AddedHolders
Q3 202416,800$291.8K0.1%00.0%UnchangedHolders
Q2 202416,800$300.0K0.1%00.0%UnchangedHolders
Q1 202416,800$295.0K0.1%+4,000+31.3%AddedHolders
Q4 202312,800$193.9K0.1%00.0%UnchangedHolders
Q3 202312,800$196.1K0.1%00.0%UnchangedHolders
Q2 202312,800$180.5K0.1%00.0%UnchangedHolders
Q1 202312,800$159.6K0.1%00.0%UnchangedHolders
Q4 202212,800$150.5K0.1%00.0%UnchangedHolders
Q3 202212,800$135.0K0.1%00.0%UnchangedHolders
Q2 202212,800$126.0K0.1%00.0%UnchangedHolders
Q1 202212,800$138.0K0.1%00.0%UnchangedHolders
Q4 202112,800$120.0K0.1%+12,800NewHolders