PBMares Wealth Management LLC quarter change: USA Bonds: Convertible Notes, Added
In convertible notes that pay a coupon (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, PBMares Wealth Management LLC opened 0 positions, added to 0, reduced 0, sold out of 1 and left 1 unchanged. The largest increase in value was SHOPIFY INC (+$501); the largest decrease was OKTA INC (-$12,870).
Two Form 13F-HR filings compared (SEC CIK 1801682): 2025-06-30 (filed 2025-07-18) and 2025-09-30 (filed 2025-10-27). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
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