Position in VAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,686
-$941 QoQ
Shares Held
37
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#300
of 332 holders
Holding Since
Dec 2023
7 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 Jun 30, 2026Prestige Wealth Management Group LLC holds $12,674 across 3 Oil & Gas Drilling names. VAL ranks #3 (21.2% of the industry book) .
All Filings in VAL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,686 | 37 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $3,627 | 37 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,864 | 37 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,804 | 37 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $1,558 | 37 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $442 | 10 | Shares | Other | 2026-02-20 | |
| 2023-12-31 | $891 | 13 | Shares | Other | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||