Skip to content
Disclosery

Embree Financial Group: PVAL position timeline

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

Embree Financial Group held 782,122 PVAL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 782,122 shares
    Change vs previous 13F +17,140 shares

    3.99% of the 13F portfolio, value $39,849,115.

    13F-HR 0002085853-26-000741 filed by Embree 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 764,982 shares
    Change vs previous 13F +158,046 shares

    4.18% of the 13F portfolio, value $35,495,158.

    13F-HR 0002085853-26-000476 filed by Embree 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 606,936 shares
    Change vs previous 13F +269,353 shares

    3.4% of the 13F portfolio, value $27,658,065.

    13F-HR 0002085853-26-000033 filed by Embree 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 337,583 shares
    Change vs previous 13F +60,581 shares

    1.93% of the 13F portfolio, value $14,421,546.

    13F-HR 0002085853-25-000037 filed by Embree 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 277,002 shares
    Change vs previous 13F +89,394 shares

    1.68% of the 13F portfolio, value $11,143,771.

    13F-HR 0001667731-25-000842 filed by Embree 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 187,608 shares
    Change vs previous 13F +146,032 shares

    1.2% of the 13F portfolio, value $7,144,125.

    13F-HR 0001667731-25-000496 filed by Embree 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 41,576 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,543,313.

    13F-HR 0001667731-25-000074 filed by Embree Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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