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Disclosery

Spire Wealth Management: PVAL position timeline

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

Spire Wealth Management held 75,212 PVAL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,212 shares
    Change vs previous 13F +2,352 shares

    0.12% of the 13F portfolio, value $3,832,067.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 72,860 shares
    Change vs previous 13F +5,461 shares

    0.12% of the 13F portfolio, value $3,380,712.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    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 67,399 shares
    Change vs previous 13F +5,955 shares

    0.1% of the 13F portfolio, value $3,071,380.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    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 61,444 shares
    Change vs previous 13F +2,300 shares

    0.09% of the 13F portfolio, value $2,624,881.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    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 59,144 shares
    Change vs previous 13F +58,494 shares

    0.09% of the 13F portfolio, value $2,379,363.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    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 650 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $24,752.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    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 650 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $24,128.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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