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PBMares Wealth Management LLC

SEC CIK
0001801682
Latest filing
Oct 27, 2025

STLD holding history

Steel Dynamics 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.

STLD overviewAll 13F holders of STLDFull Q3 2025 holdings

Shares (Q3 2025)
28,722
Value
$4.00M
% of portfolio
0.6%
Quarters held
19
Since Q1 2021
Holdings of STLD by PBMares Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202528,722$4.00M0.6%00.0%UnchangedHolders
Q2 202528,722$3.68M0.7%00.0%UnchangedHolders
Q1 202528,722$3.59M0.7%00.0%UnchangedHolders
Q4 202428,722$3.28M0.7%00.0%UnchangedHolders
Q3 202428,722$3.62M0.8%00.0%UnchangedHolders
Q2 202428,722$3.72M0.9%00.0%UnchangedHolders
Q1 202428,722$4.26M1.1%00.0%UnchangedHolders
Q4 202328,722$3.39M1.0%−18,140−38.7%ReducedHolders
Q3 202346,862$5.02M1.8%00.0%UnchangedHolders
Q2 202346,862$5.10M1.8%00.0%UnchangedHolders
Q1 202346,862$5.30M2.0%00.0%UnchangedHolders
Q4 202246,862$4.58M1.9%00.0%UnchangedHolders
Q3 202246,862$3.33M1.4%00.0%UnchangedHolders
Q2 202246,862$3.10M1.3%00.0%UnchangedHolders
Q1 202246,862$3.91M2.4%00.0%UnchangedHolders
Q4 202146,862$2.91M1.2%00.0%UnchangedHolders
Q3 202146,862$2.74M1.3%00.0%UnchangedHolders
Q2 202146,862$2.79M1.5%00.0%UnchangedHolders
Q1 202146,862$2.38M1.9%––Holders

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