Skip to content
Disclosery

VALLEY NATIONAL ADVISERS INC: SM position timeline

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

VALLEY NATIONAL ADVISERS INC held 725 SM 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 725 shares
    Change vs previous 13F -22 shares

    <0.01% of the 13F portfolio, value $18,923.

    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 747 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $23,000.

    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).