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Valued Retirements, Inc.: FDVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valued Retirements, Inc. on FDVV, newest first. How the timeline and the estimate are built.

Valued Retirements, Inc. held 89,794 FDVV 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 89,794 shares
    Change vs previous 13F +569 shares

    4.86% of the 13F portfolio, value $5,413,663.

    13F-HR 0002044874-26-000006 filed by Valued Retirements, 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 89,225 shares
    Change vs previous 13F +1,408 shares

    4.82% of the 13F portfolio, value $4,928,796.

    13F-HR 0002044874-26-000004 filed by Valued Retirements, 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 87,817 shares
    Change vs previous 13F +317 shares

    4.87% of the 13F portfolio, value $4,978,318.

    13F-HR 0002044874-26-000002 filed by Valued Retirements, 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 87,500 shares
    Change vs previous 13F 0 shares

    5.14% of the 13F portfolio, value $4,551,745.

    13F-HR 0002044874-25-000011 filed by Valued Retirements, 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 87,500 shares
    Change vs previous 13F +5,963 shares

    5.14% of the 13F portfolio, value $4,551,745.

    13F-HR 0002044874-25-000007 filed by Valued Retirements, 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 81,537 shares
    Change vs previous 13F +10,947 shares

    5.32% of the 13F portfolio, value $4,044,233.

    13F-HR 0002044874-25-000004 filed by Valued Retirements, 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 70,590 shares
    Change vs previous 13F +15,011 shares

    4.75% of the 13F portfolio, value $3,525,277.

    13F-HR 0002044874-25-000002 filed by Valued Retirements, 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 55,579 shares
    Change vs previous 13F not available

    3.88% of the 13F portfolio, value $2,815,072.

    13F-HR 0002044874-24-000001 filed by Valued Retirements, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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