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MOTCO: PVAL position timeline

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

MOTCO held 94,005 PVAL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,005 shares
    Change vs previous 13F +3,219 shares

    0.41% of the 13F portfolio, value $4,789,555.

    13F-HR 0001306333-26-000006 filed by MOTCO
    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 90,786 shares
    Change vs previous 13F +7,048 shares

    0.39% of the 13F portfolio, value $4,212,470.

    13F-HR 0001306333-26-000004 filed by MOTCO
    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 83,738 shares
    Change vs previous 13F +6,166 shares

    0.35% of the 13F portfolio, value $3,815,941.

    13F-HR 0001306333-26-000002 filed by MOTCO
    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 77,572 shares
    Change vs previous 13F +2,340 shares

    0.3% of the 13F portfolio, value $3,313,876.

    13F-HR 0001306333-25-000009 filed by MOTCO
    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 75,232 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $3,050,658.

    13F-HR 0001306333-25-000006 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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