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GK Wealth Management LLC: PVAL position timeline

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

GK Wealth Management LLC held 3,221 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 3,221 shares
    Change vs previous 13F -17,499 shares

    0.1% of the 13F portfolio, value $169,468.

    13F-HR 0002069222-26-000005 filed by GK Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 20,720 shares
    Change vs previous 13F +20,720 shares

    0.64% of the 13F portfolio, value $1,055,663.

    13F-HR 0002069222-26-000003 filed by GK 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 0 shares
    Change vs previous 13F -22,240 shares

    13F-HR 0002069222-26-000002 filed by GK Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-12-31
    13F 22,240 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,013,489.

    13F-HR 0002069222-26-000001 filed by GK Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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