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Processus Wealth & Capital Management, LLC: PVAL position timeline

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

Processus Wealth & Capital Management, LLC held 14,486 PVAL shares at 2026-06-30 per its 13F-HR/A filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 14,486 shares
    Change vs previous 13F +1,011 shares

    0.44% of the 13F portfolio, value $738,062.

    13F-HR/A 0001214659-26-008578 filed by Processus Wealth & 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 13,475 shares
    Change vs previous 13F +857 shares

    0.42% of the 13F portfolio, value $625,240.

    13F-HR 0001214659-26-005982 filed by Processus Wealth & 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 12,618 shares
    Change vs previous 13F +2,404 shares

    0.38% of the 13F portfolio, value $575,002.

    13F-HR 0001214659-26-000243 filed by Processus Wealth & 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 10,214 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $436,342.

    13F-HR 0001214659-25-015846 filed by Processus Wealth & Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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