DHK Financial Advisors, Inc.: VLUE position timeline

DHK Financial Advisors, Inc. held 10,572 VLUE shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 10,572 shares

   Change vs previous 13F +71 shares

   0.69% of the 13F portfolio, value $1,196,866.

   13F-HR 0001951757-25-001088 filed by DHK Financial Advisors, Inc.
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

2. period ended2025-03-31

   13F 10,501 shares

   Change vs previous 13F +66 shares

   0.61% of the 13F portfolio, value $1,119,978.

   13F-HR 0001951757-25-000296 filed by DHK Financial Advisors, Inc.
   Filed 2025-04-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

3. period ended2024-12-31

   13F 10,435 shares

   Change vs previous 13F +73 shares

   0.67% of the 13F portfolio, value $1,102,080.

   13F-HR 0001951757-25-000097 filed by DHK Financial Advisors, Inc.
   Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

4. period ended2024-09-30

   13F 10,362 shares

   Change vs previous 13F +80 shares

   0.69% of the 13F portfolio, value $1,129,821.

   13F-HR 0001951757-24-001112 filed by DHK Financial Advisors, Inc.
   Filed 2024-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

5. period ended2024-06-30

   13F 10,282 shares

   Change vs previous 13F not available

   0.74% of the 13F portfolio, value $1,063,733.

   13F-HR 0001951757-24-000726 filed by DHK Financial Advisors, Inc.
   Filed 2024-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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