VALLEY NATIONAL ADVISERS INC: STE position timeline

VALLEY NATIONAL ADVISERS INC held 7,979 STE 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 7,979 shares

   Change vs previous 13F -96 shares

   0.19% of the 13F portfolio, value $1,680,139.

   13F-HR 0000773411-26-000006 filed by VALLEY NATIONAL ADVISERS INC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 8,075 shares

   Change vs previous 13F +55 shares

   0.23% of the 13F portfolio, value $1,785,000.

   13F-HR 0000773411-26-000002 filed by VALLEY NATIONAL ADVISERS INC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 8,020 shares

   Change vs previous 13F -245 shares

   0.28% of the 13F portfolio, value $2,032,000.

   13F-HR 0000773411-26-000001 filed by VALLEY NATIONAL ADVISERS INC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 8,265 shares

   Change vs previous 13F +8,265 shares

   0.32% of the 13F portfolio, value $2,044,000.

   13F-HR 0000773411-25-000006 filed by VALLEY NATIONAL ADVISERS INC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0000773411-24-000005 filed by VALLEY NATIONAL ADVISERS INC
   Filed 2024-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.