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StoneCrest Wealth Management, Inc.: PVAL position timeline

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

StoneCrest Wealth Management, Inc. held 197,882 PVAL shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 197,882 shares
    Change vs previous 13F -7,032 shares

    3.22% of the 13F portfolio, value $10,082,088.

    13F-HR 0001951757-26-000973 filed by StoneCrest Wealth Management, Inc.
    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 204,914 shares
    Change vs previous 13F +1,440 shares

    4.02% of the 13F portfolio, value $9,508,010.

    13F-HR 0001951757-26-000528 filed by StoneCrest Wealth Management, Inc.
    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 203,474 shares
    Change vs previous 13F +17,700 shares

    3.74% of the 13F portfolio, value $9,272,310.

    13F-HR 0001951757-26-000215 filed by StoneCrest Wealth Management, Inc.
    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 185,774 shares
    Change vs previous 13F +3,575 shares

    3.48% of the 13F portfolio, value $7,936,265.

    13F-HR 0001951757-25-001189 filed by StoneCrest Wealth Management, Inc.
    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 182,199 shares
    Change vs previous 13F +3,018 shares

    3.49% of the 13F portfolio, value $7,329,866.

    13F-HR 0001951757-25-000846 filed by StoneCrest Wealth Management, Inc.
    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 179,181 shares
    Change vs previous 13F +4,347 shares

    4.34% of the 13F portfolio, value $6,823,212.

    13F-HR 0001951757-25-000307 filed by StoneCrest Wealth Management, Inc.
    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 174,834 shares
    Change vs previous 13F +10,601 shares

    4.24% of the 13F portfolio, value $6,489,838.

    13F-HR 0001951757-25-000029 filed by StoneCrest Wealth Management, Inc.
    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 164,233 shares
    Change vs previous 13F not available

    4.53% of the 13F portfolio, value $6,231,000.

    13F-HR 0001951757-24-000998 filed by StoneCrest Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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