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Steward Partners Investment Advisory, LLC: PVAL position timeline

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

Steward Partners Investment Advisory, LLC held 643,078 PVAL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 643,078 shares
    Change vs previous 13F +125,005 shares

    0.17% of the 13F portfolio, value $32,764,834.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 518,073 shares
    Change vs previous 13F +155,553 shares

    0.12% of the 13F portfolio, value $24,038,588.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 362,520 shares
    Change vs previous 13F +54,430 shares

    0.09% of the 13F portfolio, value $16,520,036.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 308,090 shares
    Change vs previous 13F +33,546 shares

    0.08% of the 13F portfolio, value $13,161,605.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 274,544 shares
    Change vs previous 13F +52,734 shares

    0.09% of the 13F portfolio, value $11,044,905.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 221,810 shares
    Change vs previous 13F +132,333 shares

    0.07% of the 13F portfolio, value $8,446,525.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 89,477 shares
    Change vs previous 13F +48,293 shares

    0.03% of the 13F portfolio, value $3,321,386.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 41,184 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,562,521.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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