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Disclosery

Allegheny Financial Group: PVAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allegheny Financial Group on PVAL, newest first. How the timeline and the estimate are built.

Allegheny Financial Group held 2,609,319 PVAL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,609,319 shares
    Change vs previous 13F +327,444 shares

    14.11% of the 13F portfolio, value $132,944,828.

    13F-HR 0001844148-26-000003 filed by Allegheny Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,281,875 shares
    Change vs previous 13F +299,733 shares

    14.27% of the 13F portfolio, value $105,879,037.

    13F-HR 0001844148-26-000002 filed by Allegheny Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,982,142 shares
    Change vs previous 13F +561,590 shares

    13.37% of the 13F portfolio, value $90,326,211.

    13F-HR 0001844148-26-000001 filed by Allegheny Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,420,552 shares
    Change vs previous 13F +432,980 shares

    11.34% of the 13F portfolio, value $60,685,982.

    13F-HR 0001844148-25-000003 filed by Allegheny Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 987,572 shares
    Change vs previous 13F +475,961 shares

    8.82% of the 13F portfolio, value $39,730,025.

    13F-HR 0001085146-25-005018 filed by Allegheny Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 511,611 shares
    Change vs previous 13F +165,282 shares

    4.99% of the 13F portfolio, value $19,482,151.

    13F-HR 0001085146-25-003057 filed by Allegheny Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 346,329 shares
    Change vs previous 13F +173,572 shares

    3.31% of the 13F portfolio, value $12,855,760.

    13F-HR 0001085146-25-001470 filed by Allegheny Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 172,757 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $6,554,386.

    13F-HR 0001172661-24-005142 filed by Allegheny Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).