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Disclosery

Dogwood Wealth Management LLC: PVAL position timeline

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

Dogwood Wealth Management LLC held 426,694 PVAL shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 426,694 shares
    Change vs previous 13F +32,618 shares

    8.58% of the 13F portfolio, value $21,740,040.

    13F-HR 0002056922-26-000003 filed by Dogwood 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 394,076 shares
    Change vs previous 13F +24,377 shares

    7.94% of the 13F portfolio, value $18,285,132.

    13F-HR 0002056922-26-000002 filed by Dogwood 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 369,699 shares
    Change vs previous 13F not available

    7.42% of the 13F portfolio, value $16,847,188.

    13F-HR 0002056922-26-000001 filed by Dogwood Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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