VALLEY NATIONAL ADVISERS INC
Position in CBL — Cbl & Associates Properties Inc
CIK 773411
BETHLEHEM, PA
Position in CBL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,335
+$2,334 QoQ
Shares Held
44
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#211
of 225 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBL Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026VALLEY NATIONAL ADVISERS INC holds $81,743 across 5 REIT - Retail names. CBL ranks #3 (2.9% of the industry book) .
All Filings in CBL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,335 | 44 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1 | 44 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1 | 44 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1 | 44 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1 | 44 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1 | 44 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,117 | 72 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1 | 72 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1 | 72 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1 | 72 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1 | 72 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2 | 72 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2 | 72 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,846 | 72 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,931 | 127 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $3,252 | 127 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,983 | 127 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $4,177 | 127 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $3,962 | 127 | Shares | Sole | 2022-02-11 | |
| 2020-09-30 | — | 523 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | — | 523 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | — | 523 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||