SEC 13F Intelligence

VALLEY NAT

CUSIP 919794206

Valley Nat has 2 institutional holders in Filings Flow’s 13F database, together reporting 2.0K shares worth $341 as of Q4 2022.

Institutional Holders
2
Q4 2022
Reported Value
$341
Ticker
unmapped
private placement or foreign
Quarters Tracked
7

Ownership Trend

Institutional holders
Q4 ’18: 2Q4 ’18Q1 ’19: 2Q1 ’19Q2 ’19: 2Q2 ’19Q3 ’19: 2Q3 ’19Q2 ’21: 1Q2 ’21Q4 ’21: 2Q4 ’21Q4 ’22: 2Q4 ’22filingsflow.com
Total reported value
Q4 ’18: $346,000Q4 ’18Q1 ’19: $397,000Q1 ’19Q2 ’19: $527,000Q2 ’19Q3 ’19: $751,000Q3 ’19Q2 ’21: $56,000Q2 ’21Q4 ’21: $61,000Q4 ’21Q4 ’22: $341Q4 ’22filingsflow.com

Holders

Export to Excel
Manager% of PortfolioValueSharesQuarter
STUDIO INVESTMENT MANAGEMENT LLC$555M AUM0.00%$39416Q1 2025

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.