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Foundry Financial Group, Inc.: PVAL position timeline

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

Foundry Financial Group, Inc. held 171,370 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 171,370 shares
    Change vs previous 13F +4,417 shares

    3.78% of the 13F portfolio, value $8,731,301.

    13F-HR 0002007960-26-000003 filed by Foundry Financial Group, Inc.
    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 166,953 shares
    Change vs previous 13F +2,260 shares

    3.84% of the 13F portfolio, value $7,746,619.

    13F-HR 0002007960-26-000002 filed by Foundry Financial Group, Inc.
    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 164,693 shares
    Change vs previous 13F +2,282 shares

    3.76% of the 13F portfolio, value $7,505,060.

    13F-HR 0002007960-26-000001 filed by Foundry Financial Group, Inc.
    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 162,411 shares
    Change vs previous 13F +3,398 shares

    3.64% of the 13F portfolio, value $6,938,199.

    13F-HR 0002007960-25-000006 filed by Foundry Financial Group, Inc.
    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 159,013 shares
    Change vs previous 13F +4,617 shares

    3.64% of the 13F portfolio, value $6,397,093.

    13F-HR 0002007960-25-000004 filed by Foundry Financial Group, Inc.
    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 154,396 shares
    Change vs previous 13F +4,766 shares

    3.62% of the 13F portfolio, value $5,879,400.

    13F-HR 0002007960-25-000002 filed by Foundry Financial Group, Inc.
    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 149,630 shares
    Change vs previous 13F +8,458 shares

    3.44% of the 13F portfolio, value $5,554,266.

    13F-HR 0002007960-25-000001 filed by Foundry Financial Group, Inc.
    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 141,172 shares
    Change vs previous 13F not available

    3.34% of the 13F portfolio, value $5,356,066.

    13F-HR 0002007960-24-000005 filed by Foundry Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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