Skip to content
Disclosery

VALLEY NATIONAL ADVISERS INC: NEAR position timeline

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

VALLEY NATIONAL ADVISERS INC held 198,551 NEAR 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 198,551 shares
    Change vs previous 13F +9,943 shares

    1.12% of the 13F portfolio, value $10,058,590.

    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 188,608 shares
    Change vs previous 13F +8,566 shares

    1.24% of the 13F portfolio, value $9,587,000.

    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 180,042 shares
    Change vs previous 13F +16,523 shares

    1.27% of the 13F portfolio, value $9,199,000.

    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 163,519 shares
    Change vs previous 13F +10,680 shares

    1.3% of the 13F portfolio, value $8,384,000.

    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 152,839 shares
    Change vs previous 13F +10,795 shares

    1.27% of the 13F portfolio, value $7,809,000.

    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 142,044 shares
    Change vs previous 13F +20,404 shares

    1.3% of the 13F portfolio, value $7,224,000.

    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 121,640 shares
    Change vs previous 13F +18,088 shares

    1.1% of the 13F portfolio, value $6,141,000.

    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 103,552 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $5,304,000.

    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).