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Disclosery

Marks Wealth, LLC: VLUE position timeline

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

Marks Wealth, LLC held 541,454 VLUE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 541,454 shares
    Change vs previous 13F +236,419 shares

    23.42% of the 13F portfolio, value $108,187,976.

    13F-HR 0002085853-26-000902 filed by Marks Wealth, 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 305,035 shares
    Change vs previous 13F +52,253 shares

    11.41% of the 13F portfolio, value $43,372,927.

    13F-HR 0002085853-26-000552 filed by Marks Wealth, 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 252,782 shares
    Change vs previous 13F not available

    11.57% of the 13F portfolio, value $34,562,883.

    13F-HR 0002085853-26-000166 filed by Marks Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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