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Tempus Wealth Planning, LLC: PVAL position timeline

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

Tempus Wealth Planning, LLC held 92,966 PVAL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,966 shares
    Change vs previous 13F +20,830 shares

    0.93% of the 13F portfolio, value $4,736,623.

    13F-HR 0001806428-26-000003 filed by Tempus Wealth Planning, 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 72,136 shares
    Change vs previous 13F +4,900 shares

    0.77% of the 13F portfolio, value $3,347,115.

    13F-HR 0001806428-26-000002 filed by Tempus Wealth Planning, 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 67,236 shares
    Change vs previous 13F +1,900 shares

    0.7% of the 13F portfolio, value $3,063,949.

    13F-HR 0001806428-26-000001 filed by Tempus Wealth Planning, 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 65,336 shares
    Change vs previous 13F +406 shares

    0.64% of the 13F portfolio, value $2,791,158.

    13F-HR 0001806428-25-000004 filed by Tempus Wealth Planning, 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 64,930 shares
    Change vs previous 13F -44,590 shares

    0.65% of the 13F portfolio, value $2,612,134.

    13F-HR 0001085146-25-003906 filed by Tempus Wealth Planning, 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 109,520 shares
    Change vs previous 13F +2,000 shares

    1.25% of the 13F portfolio, value $4,170,522.

    13F-HR 0001085146-25-002656 filed by Tempus Wealth Planning, 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 107,520 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $3,991,142.

    13F-HR 0001085146-25-000489 filed by Tempus Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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