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Wealthspire Advisors, LLC: PVAL position timeline

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

Wealthspire Advisors, LLC held 1,026,122 PVAL shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,026,122 shares
    Change vs previous 13F +51,049 shares

    0.29% of the 13F portfolio, value $52,280,929.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, 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 975,073 shares
    Change vs previous 13F +144,886 shares

    0.36% of the 13F portfolio, value $45,243,371.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, 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 830,187 shares
    Change vs previous 13F +501,528 shares

    0.3% of the 13F portfolio, value $37,831,634.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, 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 328,659 shares
    Change vs previous 13F +62,656 shares

    0.07% of the 13F portfolio, value $14,040,313.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, 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 266,003 shares
    Change vs previous 13F -105,752 shares

    0.06% of the 13F portfolio, value $10,701,301.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, 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 371,755 shares
    Change vs previous 13F +41,466 shares

    0.08% of the 13F portfolio, value $14,156,414.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, 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 330,289 shares
    Change vs previous 13F +53,444 shares

    0.12% of the 13F portfolio, value $12,260,311.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, LLC
    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 276,845 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $10,503,500.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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