Position in NI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$523
+$518 QoQ
Shares Held
11
-94.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#884
of 906 holders
Holding Since
Jun 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026VALLEY NATIONAL ADVISERS INC holds $281,421 across 4 Utilities - Regulated Gas names. NI ranks #3 (0.2% of the industry book) .
All Filings in NI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523 | 11 | Shares | Sole | 2026-07-29 | |
| 2024-06-30 | $5 | 205 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $5 | 215 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $6,372 | 240 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2 | 100 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2 | 40 | Shares | Sole | 2023-07-31 | |
| No filing history on record for this holder in this stock. | ||||||