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Provident Wealth Management, LLC: PVAL position timeline

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

Provident Wealth Management, LLC held 49,000 PVAL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,000 shares
    Change vs previous 13F -1,187 shares

    0.64% of the 13F portfolio, value $2,496,573.

    13F-HR 0001398344-26-013424 filed by Provident Wealth 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 50,187 shares
    Change vs previous 13F -3,043 shares

    0.7% of the 13F portfolio, value $2,328,677.

    13F-HR 0001398344-26-006673 filed by Provident Wealth 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 53,230 shares
    Change vs previous 13F -6,420 shares

    0.72% of the 13F portfolio, value $2,425,691.

    13F-HR 0001398344-26-001490 filed by Provident Wealth 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 59,650 shares
    Change vs previous 13F -950 shares

    0.77% of the 13F portfolio, value $2,548,248.

    13F-HR 0001398344-25-019221 filed by Provident Wealth 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 60,600 shares
    Change vs previous 13F -5,414 shares

    0.8% of the 13F portfolio, value $2,437,938.

    13F-HR 0001398344-25-013303 filed by Provident Wealth 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 66,014 shares
    Change vs previous 13F -21,038 shares

    0.87% of the 13F portfolio, value $2,513,813.

    13F-HR 0001398344-25-007377 filed by Provident Wealth 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 87,052 shares
    Change vs previous 13F -26,406 shares

    1.08% of the 13F portfolio, value $3,231,370.

    13F-HR 0001398344-25-001941 filed by Provident Wealth 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 113,458 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $4,304,597.

    13F-HR 0001398344-24-018917 filed by Provident Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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