VALLEY NATIONAL ADVISERS INC

Position in UPXI — Upexi, Inc.

CIK 773411 BETHLEHEM, PA

Position in UPXI

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$305

-$4,830 QoQ

Shares Held

390

-56.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#44

of 48 holders

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

VALLEY NATIONAL ADVISERS INC holds $17,633,198 across 5 Internet Content & Information names. UPXI ranks #4 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GOOGL	Alphabet Inc.	33,548	$11,989,048
2	META	Meta Platforms, Inc.	9,384	$5,285,913
3	NBIS	Nebius Group N.V.	1,296	$357,916
4	UPXI	Upexi, Inc. This page	390	$305
5	UPWK	Upwork, Inc	2	$16

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$305	390	-56.2%	Shares	Sole	2026-07-29
2025-09-30	$5,135	890	—	Shares	Sole	2025-10-17
No filing history on record for this holder in this stock.