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Disclosery

180 WEALTH ADVISORS, LLC: VAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 180 WEALTH ADVISORS, LLC on VAL, newest first. How the timeline and the estimate are built.

180 WEALTH ADVISORS, LLC held 24,441 VAL shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,441 shares
    Change vs previous 13F -4,670 shares

    0.18% of the 13F portfolio, value $1,774,415.

    13F-HR 0001730817-26-000004 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 29,111 shares
    Change vs previous 13F -3,457 shares

    0.32% of the 13F portfolio, value $2,854,080.

    13F-HR 0001730817-26-000002 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 32,568 shares
    Change vs previous 13F +1,764 shares

    0.19% of the 13F portfolio, value $1,641,421.

    13F-HR 0001730817-26-000001 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 30,804 shares
    Change vs previous 13F +3,522 shares

    0.18% of the 13F portfolio, value $1,502,305.

    13F-HR 0001730817-25-000002 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 27,282 shares
    Change vs previous 13F +10,906 shares

    0.16% of the 13F portfolio, value $1,148,840.

    13F-HR 0001085146-25-004341 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,376 shares
    Change vs previous 13F +7,128 shares

    0.1% of the 13F portfolio, value $642,922.

    13F-HR 0001085146-25-001941 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,248 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $409,132.

    13F-HR 0001085146-25-000154 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).