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Disclosery

CWM, LLC: PVAL position timeline

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

CWM, LLC held 3,343,154 PVAL shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 3,343,154 shares
    Change vs previous 13F +93,526 shares

    0.41% of the 13F portfolio, value $155,122,344.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 3,249,628 shares
    Change vs previous 13F +195,140 shares

    0.4% of the 13F portfolio, value $148,086,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 3,054,488 shares
    Change vs previous 13F +453,406 shares

    0.39% of the 13F portfolio, value $130,488,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 2,601,082 shares
    Change vs previous 13F +750,161 shares

    0.37% of the 13F portfolio, value $104,642,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,850,921 shares
    Change vs previous 13F +170,196 shares

    0.28% of the 13F portfolio, value $70,483,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,680,725 shares
    Change vs previous 13F +72,911 shares

    0.26% of the 13F portfolio, value $62,388,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 1,607,814 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $61,000,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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