PBMares Wealth Management LLC
- SEC CIK
- 0001801682
- Latest filing
- Oct 27, 2025
T holding history
AT&T 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.
T overviewAll 13F holders of TFull Q3 2025 holdings
- Shares (Q3 2025)
- 30,136
- Value
- $851.0K
- % of portfolio
- 0.1%
- Quarters held
- 11
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 30,136 | $851.0K | 0.1% | +2,000+7.1% | Added | Holders |
| Q2 2025 | 28,136 | $814.3K | 0.1% | +1,696+6.4% | Added | Holders |
| Q1 2025 | 26,440 | $747.7K | 0.1% | +298+1.1% | Added | Holders |
| Q4 2024 | 26,142 | $595.3K | 0.1% | −227−0.9% | Reduced | Holders |
| Q3 2024 | 26,369 | $580.1K | 0.1% | −701−2.6% | Reduced | Holders |
| Q2 2024 | 27,070 | $517.3K | 0.1% | +2,235+9.0% | Added | Holders |
| Q1 2024 | 24,835 | $437.1K | 0.1% | −600−2.4% | Reduced | Holders |
| Q4 2023 | 25,435 | $426.8K | 0.1% | +25,435 | New | Holders |
| Q4 2021 | 0 | $0 | 0.0% | −8,161−100.0% | Sold out | Holders |
| Q3 2021 | 8,161 | $220.0K | 0.1% | −935−10.3% | Reduced | Holders |
| Q2 2021 | 9,096 | $262.0K | 0.1% | +568+6.7% | Added | Holders |
| Q1 2021 | 8,528 | $258.0K | 0.2% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.