VALLEY NATIONAL ADVISERS INC PALL β€” ABRDN PALLADIUM ETF TRUST

Ownership history in VALLEY NATIONAL ADVISERS INC  Β·  6 quarters on record

AI Ownership Summary

VALLEY NATIONAL ADVISERS INC reported ABRDN PALLADIUM ETF TRUST (PALL) in 6 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows PALL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PALL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VALLEY NATIONAL ADVISERS INC's position in ABRDN PALLADIUM ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PALL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How VALLEY NATIONAL ADVISERS INC held PALL β€” position size vs. price
% of Fund (quarterly)    PALL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 174 +117 +205.3% 0.00% $23 2026-04-15 $28.57
2025 Q4 REDUCED 38.7% -7.4% βœ… 57 -36 -38.7% 0.00% $8K 2026-01-23 $36.95
2024 Q4 UNCHANGED β€” β€” β€” 93 β€” 0% 0.00% $7K 2025-01-24 $18.06
2024 Q3 UNCHANGED β€” β€” β€” 93 β€” 0% 0.00% $8K 2024-10-24 $21.27
2024 Q2 UNCHANGED β€” β€” β€” 93 β€” 0% 0.00% $8K 2024-07-18 $17.03
2024 Q1 INITIATED β€” β€” β€” 93 β€” β€” 0.00% $8K 2024-04-19 $18.85

🏒 Other funds also holding PALL

As of 2026 Q2 β€” sorted by position size

Noble Wealth Management PBC 0.02% Hilltop National Bank 0.0%

FAQ About VALLEY NATIONAL ADVISERS INC and PALL

These are the practical questions this page is built to answer before you even open the full history table.

How long has VALLEY NATIONAL ADVISERS INC reported owning PALL?

VALLEY NATIONAL ADVISERS INC reported PALL across 6 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported PALL position in VALLEY NATIONAL ADVISERS INC's portfolio?

The largest reported portfolio weight for PALL was 0.00% in 2026 Q1.

What is the latest reported PALL position on this page?

The most recent filing on this page is 2026 Q1, when VALLEY NATIONAL ADVISERS INC reported 174 shares, equal to 0.00% of portfolio, with an estimated market value of $23.

What does the chart on this PALL ownership page compare?

The chart compares VALLEY NATIONAL ADVISERS INC's quarterly PALL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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