Position in VAL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,541
-$890 QoQ
Shares Held
35
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#301
of 332 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VAL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Jun 30, 2026Cornerstone Financial Management LLC holds $9,949 across 4 Oil & Gas Drilling names. VAL ranks #3 (25.5% of the industry book) .
All Filings in VAL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,541 | 35 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,431 | 35 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,764 | 35 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||