Horizon Family Wealth, Inc.: PVAL position timeline

Horizon Family Wealth, Inc. held 196,468 PVAL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 196,468 shares

   Change vs previous 13F +11,805 shares

   4.57% of the 13F portfolio, value $10,010,045.

   13F-HR 0001910660-26-000008 filed by Horizon Family Wealth, Inc.
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 184,663 shares

   Change vs previous 13F +93,268 shares

   4.53% of the 13F portfolio, value $8,568,363.

   13F-HR 0001910660-26-000002 filed by Horizon Family Wealth, Inc.
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 91,395 shares

   Change vs previous 13F +13 shares

   2.22% of the 13F portfolio, value $4,164,891.

   13F-HR 0001910660-26-000001 filed by Horizon Family Wealth, Inc.
   Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 91,382 shares

   Change vs previous 13F +14,659 shares

   2.24% of the 13F portfolio, value $3,903,839.

   13F-HR 0001910660-25-000006 filed by Horizon Family Wealth, Inc.
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 76,723 shares

   Change vs previous 13F not available

   1.88% of the 13F portfolio, value $3,086,566.

   13F-HR 0001910660-25-000003 filed by Horizon Family Wealth, Inc.
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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