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Trademark Financial Management, LLC: PVAL position timeline

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

Trademark Financial Management, LLC held 274,399 PVAL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 274,399 shares
    Change vs previous 13F +30,134 shares

    5.73% of the 13F portfolio, value $13,980,629.

    13F-HR 0002085853-26-000868 filed by Trademark Financial 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 244,265 shares
    Change vs previous 13F +44,659 shares

    5.55% of the 13F portfolio, value $11,333,896.

    13F-HR 0002085853-26-000503 filed by Trademark Financial 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 199,606 shares
    Change vs previous 13F +55,677 shares

    5.01% of the 13F portfolio, value $9,096,045.

    13F-HR 0002085853-26-000124 filed by Trademark Financial Management, 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 143,929 shares
    Change vs previous 13F +116,730 shares

    3.58% of the 13F portfolio, value $6,148,647.

    13F-HR 0002085853-25-000110 filed by Trademark Financial Management, 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 27,199 shares
    Change vs previous 13F +4,343 shares

    0.67% of the 13F portfolio, value $1,094,216.

    13F-HR 0001667731-25-001022 filed by Trademark Financial Management, 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 22,856 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $870,356.

    13F-HR 0001667731-25-000526 filed by Trademark Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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