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Mullooly Asset Management, Inc.: VLUE position timeline

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

Mullooly Asset Management, Inc. held 231,953 VLUE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 231,953 shares
    Change vs previous 13F -11,783 shares

    14.26% of the 13F portfolio, value $46,347,114.

    13F-HR 0001950591-26-000004 filed by Mullooly Asset Management, 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 243,736 shares
    Change vs previous 13F -6,153 shares

    12.79% of the 13F portfolio, value $34,657,262.

    13F-HR 0001950591-26-000003 filed by Mullooly Asset Management, 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 249,889 shares
    Change vs previous 13F +4,614 shares

    12.5% of the 13F portfolio, value $34,166,670.

    13F-HR 0001950591-26-000001 filed by Mullooly Asset Management, 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 245,275 shares
    Change vs previous 13F +5,666 shares

    11.77% of the 13F portfolio, value $30,671,229.

    13F-HR 0001950591-25-000002 filed by Mullooly Asset Management, 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 239,609 shares
    Change vs previous 13F +3,482 shares

    11.39% of the 13F portfolio, value $27,125,740.

    13F-HR 0001085146-25-004074 filed by Mullooly Asset Management, 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/A 236,127 shares
    Change vs previous 13F not available

    11.42% of the 13F portfolio, value $25,156,871.

    13F-HR/A 0001085146-25-003225 filed by Mullooly Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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