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Disclosery

Secure Asset Management, LLC: PVAL position timeline

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

Secure Asset Management, LLC held 124,588 PVAL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,588 shares
    Change vs previous 13F +104,635 shares

    0.89% of the 13F portfolio, value $6,347,753.

    13F-HR 0002085853-26-000733 filed by Secure Asset 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 19,953 shares
    Change vs previous 13F +10,951 shares

    0.15% of the 13F portfolio, value $925,801.

    13F-HR 0002085853-26-000323 filed by Secure Asset 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 9,002 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $410,214.

    13F-HR 0002085853-26-000051 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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