VALLEY NATIONAL ADVISERS INC: LDUR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VALLEY NATIONAL ADVISERS INC on LDUR, newest first. How the timeline and the estimate are built.
VALLEY NATIONAL ADVISERS INC held 80,061 LDUR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 80,061 sharesChange vs previous 13F +16,844 shares
0.85% of the 13F portfolio, value $7,654,595.
13F-HR 0000773411-26-000006 filed by VALLEY NATIONAL ADVISERS INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 63,217 sharesChange vs previous 13F +3,489 shares
0.78% of the 13F portfolio, value $6,056,000.
13F-HR 0000773411-26-000002 filed by VALLEY NATIONAL ADVISERS INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 59,728 sharesChange vs previous 13F +8,121 shares
0.79% of the 13F portfolio, value $5,729,000.
13F-HR 0000773411-26-000001 filed by VALLEY NATIONAL ADVISERS INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 51,607 sharesChange vs previous 13F +3,730 shares
0.77% of the 13F portfolio, value $4,960,000.
13F-HR 0000773411-25-000006 filed by VALLEY NATIONAL ADVISERS INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 47,877 sharesChange vs previous 13F +1,350 shares
0.75% of the 13F portfolio, value $4,587,000.
13F-HR 0000773411-25-000004 filed by VALLEY NATIONAL ADVISERS INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 46,527 sharesChange vs previous 13F +3,699 shares
0.81% of the 13F portfolio, value $4,464,000.
13F-HR 0000773411-25-000002 filed by VALLEY NATIONAL ADVISERS INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 42,828 sharesChange vs previous 13F -397 shares
0.73% of the 13F portfolio, value $4,066,000.
13F-HR 0000773411-25-000001 filed by VALLEY NATIONAL ADVISERS INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 43,225 sharesChange vs previous 13F not available
0.75% of the 13F portfolio, value $4,146,000.
13F-HR 0000773411-24-000005 filed by VALLEY NATIONAL ADVISERS INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).