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Rollins Financial Advisors, LLC: PVAL position timeline

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

Rollins Financial Advisors, LLC held 267,510 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 267,510 shares
    Change vs previous 13F +11,556 shares

    1.8% of the 13F portfolio, value $13,629,622.

    13F-HR 0001765380-26-000270 filed by Rollins Financial Advisors, 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 255,954 shares
    Change vs previous 13F +46,259 shares

    1.88% of the 13F portfolio, value $11,876,284.

    13F-HR 0001765380-26-000159 filed by Rollins Financial Advisors, 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 209,695 shares
    Change vs previous 13F +79,772 shares

    1.4% of the 13F portfolio, value $9,555,819.

    13F-HR 0001884018-26-000001 filed by Rollins Financial Advisors, 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 129,923 shares
    Change vs previous 13F +35,535 shares

    0.84% of the 13F portfolio, value $5,550,295.

    13F-HR 0001765380-25-000462 filed by Rollins Financial Advisors, 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 94,388 shares
    Change vs previous 13F +38,605 shares

    0.61% of the 13F portfolio, value $3,797,247.

    13F-HR 0001765380-25-000307 filed by Rollins Financial Advisors, 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/A 55,783 shares
    Change vs previous 13F +39,137 shares

    0.37% of the 13F portfolio, value $2,124,217.

    13F-HR/A 0001765380-25-000236 filed by Rollins Financial Advisors, 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 16,646 shares
    Change vs previous 13F +9,341 shares

    0.1% of the 13F portfolio, value $617,900.

    13F-HR 0001765380-25-000096 filed by Rollins Financial Advisors, 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 7,305 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $277,152.

    13F-HR 0001765380-24-000448 filed by Rollins Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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