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Disclosery

Elk River Wealth Management LLC: VLUE position timeline

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

Elk River Wealth Management LLC held 145,290 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 145,290 shares
    Change vs previous 13F -25,942 shares

    4.62% of the 13F portfolio, value $29,030,395.

    13F-HR 0001951757-26-001253 filed by Elk River Wealth Management 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 171,232 shares
    Change vs previous 13F -715 shares

    4.04% of the 13F portfolio, value $24,347,487.

    13F-HR 0001951757-26-000635 filed by Elk River Wealth Management 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 171,947 shares
    Change vs previous 13F -2,651 shares

    3.77% of the 13F portfolio, value $23,449,742.

    13F-HR 0001951757-26-000383 filed by Elk River Wealth Management 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 174,598 shares
    Change vs previous 13F +1,429 shares

    3.5% of the 13F portfolio, value $21,833,480.

    13F-HR 0001951757-25-001188 filed by Elk River Wealth Management 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 173,169 shares
    Change vs previous 13F +1,243 shares

    3.37% of the 13F portfolio, value $19,604,462.

    13F-HR 0001951757-25-000614 filed by Elk River Wealth Management 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 171,926 shares
    Change vs previous 13F +7,037 shares

    3.43% of the 13F portfolio, value $18,335,908.

    13F-HR 0001951757-25-000297 filed by Elk River Wealth Management 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 164,889 shares
    Change vs previous 13F +7,148 shares

    3.15% of the 13F portfolio, value $17,413,927.

    13F-HR 0001951757-25-000164 filed by Elk River Wealth Management 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 157,741 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $17,200,079.

    13F-HR 0001951757-24-001013 filed by Elk River Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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