Skip to content
Disclosery

Financial & Tax Architects, LLC: VLUE position timeline

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

Financial & Tax Architects, LLC held 11,575 VLUE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,575 shares
    Change vs previous 13F -4,384 shares

    0.49% of the 13F portfolio, value $2,312,801.

    13F-HR 0001758543-26-000004 filed by Financial & Tax Architects, 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 15,959 shares
    Change vs previous 13F -938 shares

    0.51% of the 13F portfolio, value $2,269,210.

    13F-HR 0001758543-26-000003 filed by Financial & Tax Architects, 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 16,897 shares
    Change vs previous 13F -633 shares

    0.52% of the 13F portfolio, value $2,310,327.

    13F-HR 0001758543-26-000001 filed by Financial & Tax Architects, 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 17,530 shares
    Change vs previous 13F -530 shares

    0.48% of the 13F portfolio, value $2,192,127.

    13F-HR 0001758543-25-000002 filed by Financial & Tax Architects, 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 18,060 shares
    Change vs previous 13F -735 shares

    0.5% of the 13F portfolio, value $2,044,573.

    13F-HR 0001214659-25-012000 filed by Financial & Tax Architects, 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 18,795 shares
    Change vs previous 13F -1,849 shares

    0.5% of the 13F portfolio, value $2,004,487.

    13F-HR 0001214659-25-007031 filed by Financial & Tax Architects, 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 20,644 shares
    Change vs previous 13F +1,458 shares

    0.56% of the 13F portfolio, value $2,180,213.

    13F-HR 0001214659-25-000660 filed by Financial & Tax Architects, 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 19,186 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,092,041.

    13F-HR 0001214659-24-018843 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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