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VALLEY NATIONAL ADVISERS INC: SCHF position timeline

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

VALLEY NATIONAL ADVISERS INC held 976,808 SCHF 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 976,808 shares
    Change vs previous 13F +18,445 shares

    3.01% of the 13F portfolio, value $27,057,584.

    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 958,363 shares
    Change vs previous 13F +123,153 shares

    3.07% of the 13F portfolio, value $23,719,000.

    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 835,210 shares
    Change vs previous 13F +543 shares

    2.78% of the 13F portfolio, value $20,077,000.

    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 834,667 shares
    Change vs previous 13F +6,470 shares

    3.01% of the 13F portfolio, value $19,430,000.

    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 828,197 shares
    Change vs previous 13F +7,347 shares

    2.99% of the 13F portfolio, value $18,303,000.

    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 820,850 shares
    Change vs previous 13F -14,819 shares

    2.93% of the 13F portfolio, value $16,235,000.

    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 835,669 shares
    Change vs previous 13F +413,284 shares

    2.78% of the 13F portfolio, value $15,458,000.

    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 422,385 shares
    Change vs previous 13F not available

    3.14% of the 13F portfolio, value $17,367,000.

    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).