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Archvest Wealth Advisors, Inc.: VLUE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Archvest Wealth Advisors, Inc. on VLUE, newest first. How the timeline and the estimate are built.

Archvest Wealth Advisors, Inc. held 3,806 VLUE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,806 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $760,472.

    13F-HR 0001910174-26-000004 filed by Archvest Wealth Advisors, Inc.
    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 3,806 shares
    Change vs previous 13F -586 shares

    0.35% of the 13F portfolio, value $541,172.

    13F-HR 0001910174-26-000003 filed by Archvest Wealth Advisors, Inc.
    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/A 4,392 shares
    Change vs previous 13F +19 shares

    0.38% of the 13F portfolio, value $600,457.

    13F-HR/A 0001910174-26-000002 filed by Archvest Wealth Advisors, Inc.
    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 4,373 shares
    Change vs previous 13F +16 shares

    0.49% of the 13F portfolio, value $546,894.

    13F-HR 0001910174-25-000006 filed by Archvest Wealth Advisors, Inc.
    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 4,357 shares
    Change vs previous 13F +20 shares

    0.43% of the 13F portfolio, value $493,272.

    13F-HR 0001910174-25-000004 filed by Archvest Wealth Advisors, Inc.
    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 4,337 shares
    Change vs previous 13F +19 shares

    0.38% of the 13F portfolio, value $462,543.

    13F-HR 0001910174-25-000002 filed by Archvest Wealth Advisors, Inc.
    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 4,318 shares
    Change vs previous 13F +11 shares

    0.33% of the 13F portfolio, value $456,023.

    13F-HR 0001910174-25-000001 filed by Archvest Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,307 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $469,614.

    13F-HR 0001910174-24-000008 filed by Archvest Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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