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VALLEY NATIONAL ADVISERS INC: SCHE position timeline

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

VALLEY NATIONAL ADVISERS INC held 227,823 SCHE 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 227,823 shares
    Change vs previous 13F +14,914 shares

    0.92% of the 13F portfolio, value $8,260,866.

    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 212,909 shares
    Change vs previous 13F +46,153 shares

    0.91% of the 13F portfolio, value $7,015,000.

    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 166,756 shares
    Change vs previous 13F +14,178 shares

    0.76% of the 13F portfolio, value $5,461,000.

    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 152,578 shares
    Change vs previous 13F +8,471 shares

    0.79% of the 13F portfolio, value $5,091,000.

    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 144,107 shares
    Change vs previous 13F +6,849 shares

    0.71% of the 13F portfolio, value $4,342,000.

    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 137,258 shares
    Change vs previous 13F +16,923 shares

    0.68% of the 13F portfolio, value $3,783,000.

    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 120,335 shares
    Change vs previous 13F +489 shares

    0.58% of the 13F portfolio, value $3,203,000.

    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 119,846 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $3,496,000.

    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).