PBMares Wealth Management LLC
- SEC CIK
- 0001801682
- Latest filing
- Oct 27, 2025
WM holding history
Waste Management 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.
WM overviewAll 13F holders of WMFull Q3 2025 holdings
- Shares (Q3 2025)
- 1,530
- Value
- $337.9K
- % of portfolio
- 0.1%
- Quarters held
- 10
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 1,530 | $337.9K | 0.1% | −38−2.4% | Reduced | Holders |
| Q2 2025 | 1,568 | $358.9K | 0.1% | +1+0.1% | Added | Holders |
| Q1 2025 | 1,567 | $362.9K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 1,567 | $316.1K | 0.1% | +1+0.1% | Added | Holders |
| Q3 2024 | 1,566 | $325.0K | 0.1% | +364+30.3% | Added | Holders |
| Q2 2024 | 1,202 | $256.4K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 1,202 | $256.2K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 1,202 | $215.3K | 0.1% | +1,202 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −1,301−100.0% | Sold out | Holders |
| Q1 2022 | 1,301 | $206.0K | 0.1% | +8+0.6% | Added | Holders |
| Q4 2021 | 1,293 | $216.0K | 0.1% | +1,293 | New | Holders |