Skip to content
Disclosery

VALLEY NATIONAL ADVISERS INC: GARP position timeline

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

VALLEY NATIONAL ADVISERS INC held 160,609 GARP 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 160,609 shares
    Change vs previous 13F -1,383 shares

    1.47% of the 13F portfolio, value $13,258,294.

    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 161,992 shares
    Change vs previous 13F -68,256 shares

    1.34% of the 13F portfolio, value $10,362,000.

    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 230,248 shares
    Change vs previous 13F +11,609 shares

    2.17% of the 13F portfolio, value $15,679,000.

    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 218,639 shares
    Change vs previous 13F +9,391 shares

    2.22% of the 13F portfolio, value $14,351,000.

    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 209,248 shares
    Change vs previous 13F +30,798 shares

    2.06% of the 13F portfolio, value $12,633,000.

    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 178,450 shares
    Change vs previous 13F +15,095 shares

    1.64% of the 13F portfolio, value $9,103,000.

    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 163,355 shares
    Change vs previous 13F +92,469 shares

    1.65% of the 13F portfolio, value $9,188,000.

    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 70,886 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $3,784,000.

    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).