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Disclosery

Nvest Financial, LLC: PVAL position timeline

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

Nvest Financial, LLC held 8,789 PVAL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,789 shares
    Change vs previous 13F +5 shares

    0.14% of the 13F portfolio, value $447,803.

    13F-HR 0001951757-26-001090 filed by Nvest Financial, 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 8,784 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $407,569.

    13F-HR 0001951757-26-000748 filed by Nvest Financial, 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 8,784 shares
    Change vs previous 13F +2,365 shares

    0.17% of the 13F portfolio, value $400,278.

    13F-HR 0001951757-26-000418 filed by Nvest Financial, 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 6,419 shares
    Change vs previous 13F -2,356 shares

    0.16% of the 13F portfolio, value $274,220.

    13F-HR 0001951757-25-001414 filed by Nvest Financial, 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 8,775 shares
    Change vs previous 13F -729 shares

    0.18% of the 13F portfolio, value $353,001.

    13F-HR 0001085146-25-004208 filed by Nvest Financial, 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 9,504 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $361,914.

    13F-HR 0001085146-25-002281 filed by Nvest Financial, 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 9,504 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $352,790.

    13F-HR 0001085146-25-000413 filed by Nvest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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