Position in VST
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$12,214
-$1,466 QoQ
Shares Held
77
-15.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,253
of 1,395 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VST Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026VALLEY NATIONAL ADVISERS INC holds $117,668 across 3 Utilities - Independent Power Producers names. VST ranks #2 (10.4% of the industry book) .
All Filings in VST
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,214 | 77 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $13,680 | 91 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $8,711 | 54 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $15,673 | 80 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $9,884 | 51 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $6,106 | 52 | Shares | Sole | 2025-04-25 | |
| 2024-06-30 | $12,037 | 140 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $7,313 | 105 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2 | 60 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||