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Mason Investment Advisory Services, Inc.: VLUE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mason Investment Advisory Services, Inc. on VLUE, newest first. How the timeline and the estimate are built.

Mason Investment Advisory Services, Inc. held 4,471,056 VLUE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,471,056 shares
    Change vs previous 13F -173,829 shares

    33.98% of the 13F portfolio, value $893,361,649.

    13F-HR 0001140361-26-032728 filed by Mason Investment Advisory Services, Inc.
    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 4,644,885 shares
    Change vs previous 13F -48,186 shares

    30.5% of the 13F portfolio, value $660,456,219.

    13F-HR 0001140361-26-021278 filed by Mason Investment Advisory Services, Inc.
    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 4,693,071 shares
    Change vs previous 13F -9,860 shares

    30.45% of the 13F portfolio, value $641,683,561.

    13F-HR 0001140361-26-004973 filed by Mason Investment Advisory Services, Inc.
    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 4,702,931 shares
    Change vs previous 13F +38,865 shares

    29.29% of the 13F portfolio, value $588,101,483.

    13F-HR 0001140361-25-041541 filed by Mason Investment Advisory Services, Inc.
    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 4,664,066 shares
    Change vs previous 13F +48,386 shares

    28.79% of the 13F portfolio, value $528,018,960.

    13F-HR 0001140361-25-028811 filed by Mason Investment Advisory Services, Inc.
    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 4,615,680 shares
    Change vs previous 13F +27,579 shares

    29.71% of the 13F portfolio, value $492,262,295.

    13F-HR 0001140361-25-016854 filed by Mason Investment Advisory Services, Inc.
    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 4,588,101 shares
    Change vs previous 13F +78,917 shares

    28.41% of the 13F portfolio, value $484,549,308.

    13F-HR 0001140361-25-003388 filed by Mason Investment Advisory Services, Inc.
    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 4,509,184 shares
    Change vs previous 13F not available

    28.72% of the 13F portfolio, value $491,681,459.

    13F-HR 0001140361-24-046076 filed by Mason Investment Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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