PBMares Wealth Management LLC current holdings: USA Bonds: Convertible Notes
PBMares Wealth Management LLC reported $0.00 billion in convertible notes that pay a coupon (listed in the US), 1 positions, in its Form 13F for the quarter ended 2025-09-30; the largest are SHOPIFY INC.
- SHOPIFY INC: Country of operation —; Class NOTE 0.125%11/0; Principal $13,000; Value $13,657.
Form 13F-HR as filed (SEC CIK 1801682): quarter ended 2025-09-30, filed 2025-10-27. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
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