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CASTLE WEALTH MANAGEMENT LLC: PVAL position timeline

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

CASTLE WEALTH MANAGEMENT LLC held 226,122 PVAL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 226,122 shares
    Change vs previous 13F +3,532 shares

    3.41% of the 13F portfolio, value $11,520,922.

    13F-HR 0001936420-26-000005 filed by CASTLE WEALTH MANAGEMENT LLC
    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 222,590 shares
    Change vs previous 13F +7,660 shares

    3.35% of the 13F portfolio, value $10,328,189.

    13F-HR 0001936420-26-000003 filed by CASTLE 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 ended2025-12-31
    13F 214,930 shares
    Change vs previous 13F +4,701 shares

    3.24% of the 13F portfolio, value $9,794,373.

    13F-HR 0001936420-26-000001 filed by CASTLE 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 ended2025-09-30
    13F 210,229 shares
    Change vs previous 13F +1,058 shares

    3.03% of the 13F portfolio, value $8,980,965.

    13F-HR 0001936420-25-000008 filed by CASTLE WEALTH MANAGEMENT LLC
    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 209,171 shares
    Change vs previous 13F +73,304 shares

    3.06% of the 13F portfolio, value $8,414,950.

    13F-HR 0001936420-25-000005 filed by CASTLE WEALTH MANAGEMENT LLC
    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 135,867 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $5,173,816.

    13F-HR 0001936420-25-000003 filed by CASTLE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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