Position in SU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$26,840
-$6,215 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#647
of 751 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026VALLEY NATIONAL ADVISERS INC holds $552,287 across 5 Oil & Gas Integrated names. SU ranks #5 (4.9% of the industry book) .
All Filings in SU
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,840 | 500 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $33,055 | 500 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $22,180 | 500 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $20,905 | 500 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $18,725 | 500 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $19,360 | 500 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $17,840 | 500 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $18,460 | 500 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $19,050 | 500 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $18,455 | 500 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $21,402 | 668 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $17,190 | 500 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $14,660 | 500 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $15,525 | 500 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $15,865 | 500 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $14,075 | 500 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $17,535 | 500 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $16,295 | 500 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $12,515 | 500 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||