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Wealthspire Retirement, LLC: PVAL position timeline

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

Wealthspire Retirement, LLC held 30,907 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 30,907 shares
    Change vs previous 13F +6,725 shares

    0.09% of the 13F portfolio, value $1,574,702.

    13F-HR 0002040084-26-000005 filed by Wealthspire Retirement, 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 24,182 shares
    Change vs previous 13F +9,576 shares

    0.07% of the 13F portfolio, value $1,122,036.

    13F-HR 0002040084-26-000003 filed by Wealthspire Retirement, 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 14,606 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $665,616.

    13F-HR 0002040084-26-000002 filed by Wealthspire Retirement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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