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Disclosery

Heritage Trust Co: PVAL position timeline

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

Heritage Trust Co held 52,234 PVAL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,234 shares
    Change vs previous 13F +8,583 shares

    0.23% of the 13F portfolio, value $2,661,332.

    13F-HR 0001706028-26-000006 filed by Heritage Trust Co
    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 43,651 shares
    Change vs previous 13F +20,497 shares

    0.2% of the 13F portfolio, value $2,025,402.

    13F-HR 0001706028-26-000004 filed by Heritage Trust Co
    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 23,154 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,055,128.

    13F-HR 0001706028-26-000002 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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