Position in VAL
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$229,413
-$150,309 QoQ
Shares Held
2,340
-75.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VAL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Mar 31, 2026OneDigital Investment Advisors LLC holds $2,449,428 across 3 Oil & Gas Drilling names. VAL ranks #3 (9.4% of the industry book) .
All Filings in VAL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $229,413 | 2,340 | Shares | Sole | 2026-05-08 | |
| 2025-03-31 | $379,722 | 9,672 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $395,328 | 8,936 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $611,633 | 10,971 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $219,253 | 2,943 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||