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Pine Valley Investments Ltd Liability Co: TAXF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pine Valley Investments Ltd Liability Co on TAXF, newest first. How the timeline and the estimate are built.

Pine Valley Investments Ltd Liability Co held 33,796 TAXF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,796 shares
    Change vs previous 13F -59 shares

    0.07% of the 13F portfolio, value $1,718,039.

    13F-HR 0001975417-26-000008 filed by Pine Valley Investments Ltd Liability Co
    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 33,855 shares
    Change vs previous 13F -247 shares

    0.08% of the 13F portfolio, value $1,694,456.

    13F-HR 0001975417-26-000007 filed by Pine Valley Investments Ltd Liability Co
    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 34,102 shares
    Change vs previous 13F -952 shares

    0.09% of the 13F portfolio, value $1,718,036.

    13F-HR 0001975417-26-000003 filed by Pine Valley Investments Ltd Liability Co
    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 35,054 shares
    Change vs previous 13F -2,852 shares

    0.09% of the 13F portfolio, value $1,760,776.

    13F-HR 0001975417-26-000006 filed by Pine Valley Investments Ltd Liability Co
    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 37,906 shares
    Change vs previous 13F -1,051 shares

    0.11% of the 13F portfolio, value $1,854,728.

    13F-HR 0001975417-26-000005 filed by Pine Valley Investments Ltd Liability Co
    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 38,957 shares
    Change vs previous 13F -1,470 shares

    0.12% of the 13F portfolio, value $1,927,586.

    13F-HR 0001975417-26-000004 filed by Pine Valley Investments Ltd Liability Co
    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 40,427 shares
    Change vs previous 13F -1,102 shares

    0.13% of the 13F portfolio, value $2,027,028.

    13F-HR 0001765380-25-000041 filed by Pine Valley Investments Ltd Liability Co
    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 41,529 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,135,398.

    13F-HR 0001765380-24-000458 filed by Pine Valley Investments Ltd Liability Co
    Filed (acceptance time not in the bulk data set), ingested

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