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SAXON INTERESTS, INC.: VLUE position timeline

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

SAXON INTERESTS, INC. held 13,828 VLUE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,828 shares
    Change vs previous 13F -450 shares

    0.76% of the 13F portfolio, value $2,763,006.

    13F-HR 0001951757-26-001233 filed by SAXON INTERESTS, 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 14,278 shares
    Change vs previous 13F -2,632 shares

    0.7% of the 13F portfolio, value $2,030,247.

    13F-HR 0001951757-26-000756 filed by SAXON INTERESTS, 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 16,910 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $2,312,163.

    13F-HR 0001951757-26-000443 filed by SAXON INTERESTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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