Skip to content
Disclosery

CFO4Life Group, LLC: VLUE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CFO4Life Group, LLC on VLUE, newest first. How the timeline and the estimate are built.

CFO4Life Group, LLC held 63,250 VLUE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,250 shares
    Change vs previous 13F -31 shares

    1.7% of the 13F portfolio, value $12,638,057.

    13F-HR 0001765380-26-000360 filed by CFO4Life Group, 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 63,281 shares
    Change vs previous 13F -1,452 shares

    1.37% of the 13F portfolio, value $8,997,991.

    13F-HR 0001765380-26-000199 filed by CFO4Life Group, 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 64,733 shares
    Change vs previous 13F -3,351 shares

    1.26% of the 13F portfolio, value $8,850,984.

    13F-HR 0001765380-26-000075 filed by CFO4Life Group, 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 68,084 shares
    Change vs previous 13F -1,318 shares

    1.24% of the 13F portfolio, value $8,513,964.

    13F-HR 0001765380-25-000451 filed by CFO4Life Group, 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 69,402 shares
    Change vs previous 13F -6,289 shares

    1.23% of the 13F portfolio, value $7,857,035.

    13F-HR 0001765380-25-000315 filed by CFO4Life Group, 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 75,691 shares
    Change vs previous 13F -191,794 shares

    1.36% of the 13F portfolio, value $8,072,469.

    13F-HR 0001765380-25-000154 filed by CFO4Life Group, 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 267,485 shares
    Change vs previous 13F +6,177 shares

    4.96% of the 13F portfolio, value $28,249,057.

    13F-HR 0001765380-25-000070 filed by CFO4Life Group, LLC
    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 261,308 shares
    Change vs previous 13F not available

    5.04% of the 13F portfolio, value $28,493,055.

    13F-HR 0001765380-24-000432 filed by CFO4Life Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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