Position in OSCR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$28,520
+$17,050 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#336
of 401 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OSCR Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026VALLEY NATIONAL ADVISERS INC holds $3,469,829 across 7 Healthcare Plans names. OSCR ranks #5 (0.8% of the industry book) .
All Filings in OSCR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,520 | 1,000 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $11,470 | 1,000 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $14,370 | 1,000 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $18,930 | 1,000 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $21,440 | 1,000 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $13,110 | 1,000 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $13,440 | 1,000 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $21,210 | 1,000 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $15,820 | 1,000 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||