Position in PBA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$9,805
+$316 QoQ
Shares Held
212
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#394
of 431 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PBA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $5,409,474 across 4 Oil & Gas Midstream names. PBA ranks #3 (0.2% of the industry book) .
All Filings in PBA
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,805 | 212 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $9,489 | 212 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,068 | 212 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $8,577 | 212 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $7,952 | 212 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,486 | 212 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $7,833 | 212 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,742 | 212 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $7,860 | 212 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $7,492 | 212 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $7,297 | 212 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,372 | 212 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $6,665 | 212 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $6,868 | 212 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $7,197 | 212 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $6,438 | 212 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $7,494 | 212 | Shares | Sole | 2022-11-16 | |
| No filing history on record for this holder in this stock. | ||||||