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Disclosery

Rockbridge Investment Management, LCC: PVAL position timeline

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

Rockbridge Investment Management, LCC held 4,552 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 4,552 shares
    Change vs previous 13F +147 shares

    0.02% of the 13F portfolio, value $231,925.

    13F-HR 0001214659-26-010428 filed by Rockbridge Investment Management, LCC
    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 4,405 shares
    Change vs previous 13F +4 shares

    0.02% of the 13F portfolio, value $204,392.

    13F-HR 0001214659-26-006169 filed by Rockbridge Investment Management, LCC
    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 4,401 shares
    Change vs previous 13F -868 shares

    0.02% of the 13F portfolio, value $200,554.

    13F-HR 0001214659-26-001184 filed by Rockbridge Investment Management, LCC
    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 5,269 shares
    Change vs previous 13F +16 shares

    0.02% of the 13F portfolio, value $225,092.

    13F-HR 0001214659-25-016284 filed by Rockbridge Investment Management, LCC
    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 5,253 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $211,329.

    13F-HR 0001214659-25-011791 filed by Rockbridge Investment Management, LCC
    Filed (acceptance time not in the bulk data set), ingested

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