Position in WMK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$39,155
+$4,960 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#144
of 199 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMK Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026VALLEY NATIONAL ADVISERS INC holds $58,092 across 3 Grocery Stores names. WMK ranks #1 (67.4% of the industry book) .
All Filings in WMK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,155 | 500 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $34,195 | 500 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $32,045 | 500 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $35,935 | 500 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $36,245 | 500 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $38,525 | 500 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $33,860 | 500 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $34,465 | 500 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $32,954 | 525 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $33,810 | 525 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $34,538 | 540 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $31,500 | 500 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $32,105 | 500 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $42,335 | 500 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $41,145 | 500 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $35,620 | 500 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $37,270 | 500 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $35,710 | 500 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $32,940 | 500 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $26,275 | 500 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $25,830 | 500 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $28,260 | 500 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $23,905 | 500 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $24,000 | 500 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $25,060 | 500 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $20,830 | 500 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||