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Kestra Advisory Services, LLC: PVAL position timeline

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

Kestra Advisory Services, LLC held 1,767,320 PVAL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,767,320 shares
    Change vs previous 13F +165,264 shares

    0.22% of the 13F portfolio, value $90,044,980.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 374,669 shares
    • Kestra Advisory Services, LLC: 1,392,651 shares

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

  2. period ended2026-03-31
    13F 1,602,056 shares
    Change vs previous 13F +478,744 shares

    0.22% of the 13F portfolio, value $74,335,406.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 294,122 shares
    • Kestra Advisory Services, LLC: 1,307,934 shares

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

  3. period ended2025-12-31
    13F 1,123,312 shares
    Change vs previous 13F +372,006 shares

    0.16% of the 13F portfolio, value $51,189,329.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 168,912 shares
    • Kestra Advisory Services, LLC: 954,400 shares

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

  4. period ended2025-09-30
    13F 751,306 shares
    Change vs previous 13F +180,326 shares

    0.11% of the 13F portfolio, value $32,095,808.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 119,992 shares
    • Kestra Advisory Services, LLC: 631,314 shares

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

  5. period ended2025-06-30
    13F 570,980 shares
    Change vs previous 13F +64,304 shares

    0.08% of the 13F portfolio, value $22,970,535.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 94,186 shares
    • Kestra Advisory Services, LLC: 476,794 shares

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

  6. period ended2025-03-31
    13F 506,676 shares
    Change vs previous 13F +38,397 shares

    0.07% of the 13F portfolio, value $19,294,222.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 65,862 shares
    • Kestra Advisory Services, LLC: 440,814 shares

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

  7. period ended2024-12-31
    13F 468,279 shares
    Change vs previous 13F +33,460 shares

    0.07% of the 13F portfolio, value $17,382,517.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 59,814 shares
    • Kestra Advisory Services, LLC: 408,465 shares

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

  8. period ended2024-09-30
    13F 434,819 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $16,497,025.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 57,286 shares
    • Kestra Advisory Services, LLC: 377,533 shares

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