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Disclosery

Valued Retirements, Inc.: GBIL position timeline

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

Valued Retirements, Inc. held 20,380 GBIL 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 20,380 shares
    Change vs previous 13F +20,380 shares

    1.83% of the 13F portfolio, value $2,041,243.

    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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,488 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 2,488 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $249,143.

    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).

  4. period ended2025-06-30
    13F 2,488 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $249,143.

    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).