Skip to content
Disclosery

Valued Retirements, Inc.: IVOO position timeline

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

Valued Retirements, Inc. held 2,158 IVOO 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 2,158 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $281,403.

    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 2,158 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $246,703.

    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 2,158 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $241,264.

    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 2,158 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $226,547.

    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 2,158 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $226,547.

    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 2,158 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $212,995.

    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 2,158 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $227,669.

    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 2,158 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $227,950.

    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).