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Per Stirling Capital Management, LLC.: PVAL position timeline

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

Per Stirling Capital Management, LLC. held 151,747 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 151,747 shares
    Change vs previous 13F +5,335 shares

    0.74% of the 13F portfolio, value $7,731,523.

    13F-HR 0001689933-26-000005 filed by Per Stirling Capital 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 146,412 shares
    Change vs previous 13F +3,263 shares

    0.75% of the 13F portfolio, value $6,793,496.

    13F-HR 0001689933-26-000003 filed by Per Stirling Capital 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 143,149 shares
    Change vs previous 13F +6,323 shares

    0.73% of the 13F portfolio, value $6,523,279.

    13F-HR 0001689933-26-000001 filed by Per Stirling Capital 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 136,826 shares
    Change vs previous 13F +5,940 shares

    0.7% of the 13F portfolio, value $5,845,188.

    13F-HR 0001689933-25-000006 filed by Per Stirling Capital 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 130,886 shares
    Change vs previous 13F +4,027 shares

    0.69% of the 13F portfolio, value $5,265,553.

    13F-HR 0001689933-25-000004 filed by Per Stirling Capital 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 126,859 shares
    Change vs previous 13F +836 shares

    0.69% of the 13F portfolio, value $4,830,780.

    13F-HR 0001689933-25-000003 filed by Per Stirling Capital Management, 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 126,023 shares
    Change vs previous 13F +2,577 shares

    0.66% of the 13F portfolio, value $4,677,963.

    13F-HR 0001689933-25-000002 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 123,446 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $4,683,547.

    13F-HR 0001689933-24-000006 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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