Position in VAL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$236,313
-$91,434 QoQ
Shares Held
3,255
-2.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#232
of 332 holders
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in VAL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Jun 30, 2026Pathstone Holdings, LLC holds $2,632,717 across 5 Oil & Gas Drilling names. VAL ranks #4 (9.0% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,313 | 3,255 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $327,747 | 3,343 | Shares | Sole | 2026-05-11 | |
| 2025-03-31 | $226,019 | 5,757 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $225,491 | 5,097 | Shares | Defined | 2025-02-14 | |
| 2024-06-30 | $206,588 | 2,773 | Shares | Defined | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||