FOSTER & MOTLEY INC: VAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FOSTER & MOTLEY INC on VAL, newest first. How the timeline and the estimate are built.

FOSTER & MOTLEY INC held 4,325 VAL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

period ended2026-06-30
13F 4,325 shares
Change vs previous 13F 0 shares
0.01% of the 13F portfolio, value $314,000.
13F-HR 0001163902-26-000004 filed by FOSTER & MOTLEY INC
Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 4,325 shares
Change vs previous 13F 0 shares
0.02% of the 13F portfolio, value $424,000.
13F-HR 0001163902-26-000003 filed by FOSTER & MOTLEY INC
Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 4,325 shares
Change vs previous 13F 0 shares
0.01% of the 13F portfolio, value $218,000.
13F-HR 0001163902-26-000001 filed by FOSTER & MOTLEY INC
Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 4,325 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $211,000.
13F-HR 0001163902-25-000010 filed by FOSTER & MOTLEY INC
Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).