WEALTH ALLIANCE, LLC: PVAL position timeline

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

WEALTH ALLIANCE, LLC held 15,387 PVAL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

period ended2026-06-30
13F 15,387 shares
Change vs previous 13F +7,095 shares
0.07% of the 13F portfolio, value $783,966.
13F-HR 0001951757-26-001208 filed by WEALTH ALLIANCE, LLC
Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 8,292 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $384,768.
13F-HR 0001951757-26-000867 filed by WEALTH ALLIANCE, LLC
Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).