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Disclosery

Tower Wealth Partners, Inc.: PVAL position timeline

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

Tower Wealth Partners, Inc. held 187,813 PVAL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 187,813 shares
    Change vs previous 13F +12,056 shares

    4.72% of the 13F portfolio, value $9,569,072.

    13F-HR 0001951757-26-001232 filed by Tower Wealth Partners, 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 175,757 shares
    Change vs previous 13F +108,803 shares

    4.51% of the 13F portfolio, value $8,155,125.

    13F-HR 0001951757-26-000806 filed by Tower Wealth Partners, 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 66,954 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $3,051,094.

    13F-HR 0001951757-26-000200 filed by Tower Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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