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Disclosery

Valued Retirements, Inc.: LVHI position timeline

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

Valued Retirements, Inc. held 30,819 LVHI 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 30,819 shares
    Change vs previous 13F +182 shares

    1.12% of the 13F portfolio, value $1,250,770.

    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 30,637 shares
    Change vs previous 13F +1,331 shares

    1.21% of the 13F portfolio, value $1,242,004.

    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 29,306 shares
    Change vs previous 13F +7,908 shares

    1.06% of the 13F portfolio, value $1,079,036.

    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 21,398 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $696,511.

    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 21,398 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $696,511.

    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).