PFLT β€” PENNANTPARK FLOATING RATE CAP COM

Ownership history in VALLEY WEALTH MANAGERS, INC.  Β·  1 quarter on record

AI Ownership Summary

VALLEY WEALTH MANAGERS, INC. reported PENNANTPARK FLOATING RATE CAP COM (PFLT) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. The latest visible filing shows PFLT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PFLT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VALLEY WEALTH MANAGERS, INC.'s position in PENNANTPARK FLOATING RATE CAP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PFLT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How VALLEY WEALTH MANAGERS, INC. held PFLT β€” position size vs. price
% of Fund (quarterly)    PFLT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED 1 β€” β€” 0.00% $9 2025-11-03 $8.68

FAQ About VALLEY WEALTH MANAGERS, INC. and PFLT

These are the practical questions this page is built to answer before you even open the full history table.

How long has VALLEY WEALTH MANAGERS, INC. reported owning PFLT?

VALLEY WEALTH MANAGERS, INC. reported PFLT across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported PFLT position in VALLEY WEALTH MANAGERS, INC.'s portfolio?

The largest reported portfolio weight for PFLT was 0.00% in 2025 Q3.

What is the latest reported PFLT position on this page?

The most recent filing on this page is 2025 Q3, when VALLEY WEALTH MANAGERS, INC. reported 1 shares, equal to 0.00% of portfolio, with an estimated market value of $9.

What does the chart on this PFLT ownership page compare?

The chart compares VALLEY WEALTH MANAGERS, INC.'s quarterly PFLT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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