Position in VAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$60,545
New position
Shares Held
834
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#258
of 332 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Drilling
Energy · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $81,361 across 6 Oil & Gas Drilling names. VAL ranks #1 (74.4% of the industry book) .
All Filings in VAL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,545 | 834 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||