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Disclosery

Keystone Financial Services, LLC: PVAL position timeline

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

Keystone Financial Services, LLC held 370,007 PVAL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 370,007 shares
    Change vs previous 13F -1,317 shares

    11.33% of the 13F portfolio, value $18,851,864.

    13F-HR 0001951757-26-001041 filed by Keystone Financial Services, LLC
    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 371,324 shares
    Change vs previous 13F +15,924 shares

    11.59% of the 13F portfolio, value $17,229,433.

    13F-HR 0001951757-26-000664 filed by Keystone Financial Services, LLC
    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 355,400 shares
    Change vs previous 13F +5,276 shares

    11.03% of the 13F portfolio, value $16,195,577.

    13F-HR 0001951757-26-000316 filed by Keystone Financial Services, LLC
    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 350,124 shares
    Change vs previous 13F +8,883 shares

    10.47% of the 13F portfolio, value $14,957,303.

    13F-HR 0001951757-25-001194 filed by Keystone Financial Services, LLC
    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 341,241 shares
    Change vs previous 13F +15,711 shares

    10.43% of the 13F portfolio, value $13,728,109.

    13F-HR 0001951757-25-001096 filed by Keystone Financial Services, LLC
    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 325,530 shares
    Change vs previous 13F +21,604 shares

    10.5% of the 13F portfolio, value $12,396,187.

    13F-HR 0001951757-25-000459 filed by Keystone Financial Services, LLC
    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 303,926 shares
    Change vs previous 13F not available

    10.34% of the 13F portfolio, value $11,281,733.

    13F-HR 0001951757-25-000278 filed by Keystone Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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