Skip to content
Disclosery

Athena Wealth Management, LLC: PVAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Athena Wealth Management, LLC on PVAL, newest first. How the timeline and the estimate are built.

Athena Wealth Management, LLC held 77,862 PVAL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 77,862 shares
    Change vs previous 13F +2,354 shares

    2.94% of the 13F portfolio, value $4,097,102.

    13F-HR 0001172661-26-004463 filed by Athena Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 75,508 shares
    Change vs previous 13F +37 shares

    2.86% of the 13F portfolio, value $3,847,145.

    13F-HR 0001172661-26-002714 filed by Athena Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 75,471 shares
    Change vs previous 13F -1,036 shares

    2.86% of the 13F portfolio, value $3,501,863.

    13F-HR 0001172661-26-001507 filed by Athena Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 76,507 shares
    Change vs previous 13F not available

    3.39% of the 13F portfolio, value $3,486,438.

    13F-HR 0001172661-26-001506 filed by Athena Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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