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Disclosery

Merit Financial Group, LLC: PVAL position timeline

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

Merit Financial Group, LLC held 304,469 PVAL shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 304,469 shares
    Change vs previous 13F +89,435 shares

    0.1% of the 13F portfolio, value $15,512,688.

    13F-HR/A 0001621225-26-000007 filed by Merit Financial Group, 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 215,034 shares
    Change vs previous 13F +99,978 shares

    0.07% of the 13F portfolio, value $9,977,564.

    13F-HR 0001621225-26-000005 filed by Merit Financial Group, 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 115,056 shares
    Change vs previous 13F +31,883 shares

    0.04% of the 13F portfolio, value $5,243,089.

    13F-HR 0001621225-26-000003 filed by Merit Financial Group, 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/A 83,173 shares
    Change vs previous 13F +31,930 shares

    0.03% of the 13F portfolio, value $3,553,158.

    13F-HR/A 0001621225-25-000008 filed by Merit Financial Group, 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 51,243 shares
    Change vs previous 13F +36,958 shares

    0.02% of the 13F portfolio, value $2,061,505.

    13F-HR 0001621225-25-000006 filed by Merit Financial Group, 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 14,285 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $543,973.

    13F-HR 0001621225-25-000003 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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