Skip to content

Recurrent Investment Advisors LLC: VALE position timeline

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

Recurrent Investment Advisors LLC held 196,192 VALE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 196,192 shares
    Change vs previous 13F +62 shares

    0.18% of the 13F portfolio, value $2,950,728.

    13F-HR 0001420506-26-001686 filed by Recurrent Investment Advisors 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 196,130 shares
    Change vs previous 13F +8,700 shares

    0.19% of the 13F portfolio, value $3,120,428.

    13F-HR 0001420506-26-001065 filed by Recurrent Investment Advisors 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 187,430 shares
    Change vs previous 13F +57,030 shares

    0.18% of the 13F portfolio, value $2,442,213.

    13F-HR 0001420506-26-000354 filed by Recurrent Investment Advisors 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 130,400 shares
    Change vs previous 13F +30,023 shares

    0.11% of the 13F portfolio, value $1,416,144.

    13F-HR 0001420506-25-003193 filed by Recurrent Investment Advisors 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 100,377 shares
    Change vs previous 13F +61,000 shares

    0.08% of the 13F portfolio, value $974,661.

    13F-HR 0001420506-25-002061 filed by Recurrent Investment Advisors 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 39,377 shares
    Change vs previous 13F +2,028 shares

    0.03% of the 13F portfolio, value $392,982.

    13F-HR 0001420506-25-001207 filed by Recurrent Investment Advisors 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 37,349 shares
    Change vs previous 13F -2,568 shares

    0.03% of the 13F portfolio, value $331,286.

    13F-HR 0001420506-25-000549 filed by Recurrent Investment Advisors 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 39,917 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $466,231.

    13F-HR 0001420506-24-002436 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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