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Disclosery

McAdam, LLC: VLUE position timeline

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

McAdam, LLC held 19,930 VLUE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,930 shares
    Change vs previous 13F +1,286 shares

    0.15% of the 13F portfolio, value $3,982,227.

    13F-HR 0001580642-26-004862 filed by McAdam, 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 18,644 shares
    Change vs previous 13F +1,085 shares

    0.12% of the 13F portfolio, value $2,650,995.

    13F-HR 0001580642-26-003102 filed by McAdam, 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 17,559 shares
    Change vs previous 13F +183 shares

    0.11% of the 13F portfolio, value $2,400,842.

    13F-HR 0001580642-26-001071 filed by McAdam, 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 17,376 shares
    Change vs previous 13F -123 shares

    0.11% of the 13F portfolio, value $2,172,869.

    13F-HR 0001580642-25-006815 filed by McAdam, 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 17,499 shares
    Change vs previous 13F -200 shares

    0.11% of the 13F portfolio, value $1,981,062.

    13F-HR 0001580642-25-004274 filed by McAdam, 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 17,699 shares
    Change vs previous 13F -373 shares

    0.12% of the 13F portfolio, value $1,887,598.

    13F-HR 0001580642-25-003207 filed by McAdam, 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 18,072 shares
    Change vs previous 13F -9 shares

    0.1% of the 13F portfolio, value $1,908,584.

    13F-HR 0001580642-25-000421 filed by McAdam, 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 18,081 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,971,552.

    13F-HR 0001580642-24-006273 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

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