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Disclosery

VALLEY NATIONAL ADVISERS INC: CHAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VALLEY NATIONAL ADVISERS INC on CHAT, newest first. How the timeline and the estimate are built.

VALLEY NATIONAL ADVISERS INC held 20,198 CHAT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,198 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,993,148.

    13F-HR 0000773411-26-000006 filed by VALLEY NATIONAL ADVISERS INC
    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 20,198 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,249,000.

    13F-HR 0000773411-26-000002 filed by VALLEY NATIONAL ADVISERS INC
    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 20,198 shares
    Change vs previous 13F +1,343 shares

    0.16% of the 13F portfolio, value $1,190,000.

    13F-HR 0000773411-26-000001 filed by VALLEY NATIONAL ADVISERS INC
    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 18,855 shares
    Change vs previous 13F +5,309 shares

    0.18% of the 13F portfolio, value $1,159,000.

    13F-HR 0000773411-25-000006 filed by VALLEY NATIONAL ADVISERS INC
    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 13,546 shares
    Change vs previous 13F -468 shares

    0.11% of the 13F portfolio, value $660,000.

    13F-HR 0000773411-25-000004 filed by VALLEY NATIONAL ADVISERS INC
    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 14,014 shares
    Change vs previous 13F +98 shares

    0.09% of the 13F portfolio, value $488,000.

    13F-HR 0000773411-25-000002 filed by VALLEY NATIONAL ADVISERS INC
    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 13,916 shares
    Change vs previous 13F -49 shares

    0.1% of the 13F portfolio, value $563,000.

    13F-HR 0000773411-25-000001 filed by VALLEY NATIONAL ADVISERS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 13,965 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $522,000.

    13F-HR 0000773411-24-000005 filed by VALLEY NATIONAL ADVISERS INC
    Filed (acceptance time not in the bulk data set), ingested

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