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Disclosery

Modern Wealth Management, LLC: PVAL position timeline

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

Modern Wealth Management, LLC held 3,809,127 PVAL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,809,127 shares
    Change vs previous 13F +1,504,320 shares

    2.32% of the 13F portfolio, value $194,075,017.

    13F-HR 0002001900-26-000007 filed by Modern Wealth Management, 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 2,304,807 shares
    Change vs previous 13F +319,556 shares

    1.84% of the 13F portfolio, value $107,334,875.

    13F-HR 0002001900-26-000006 filed by Modern 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 ended2025-12-31
    13F 1,985,251 shares
    Change vs previous 13F +788,744 shares

    1.65% of the 13F portfolio, value $90,467,909.

    13F-HR 0002001900-26-000001 filed by Modern Wealth Management, 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 1,196,507 shares
    Change vs previous 13F +578,599 shares

    1.01% of the 13F portfolio, value $51,114,784.

    13F-HR 0002001900-25-000023 filed by Modern Wealth Management, 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/A 617,908 shares
    Change vs previous 13F +106,388 shares

    0.62% of the 13F portfolio, value $24,858,427.

    13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, 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/A 511,520 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $19,478,682.

    13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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