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Valued Retirements, Inc.: RWJ position timeline

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

Valued Retirements, Inc. held 58,175 RWJ 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 58,175 shares
    Change vs previous 13F +20 shares

    3.11% of the 13F portfolio, value $3,461,397.

    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 58,155 shares
    Change vs previous 13F -704 shares

    2.87% of the 13F portfolio, value $2,935,666.

    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 58,859 shares
    Change vs previous 13F -3,634 shares

    2.8% of the 13F portfolio, value $2,867,596.

    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 62,493 shares
    Change vs previous 13F 0 shares

    3.05% of the 13F portfolio, value $2,705,304.

    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 62,493 shares
    Change vs previous 13F +822 shares

    3.05% of the 13F portfolio, value $2,705,304.

    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 61,671 shares
    Change vs previous 13F -24,355 shares

    3.3% of the 13F portfolio, value $2,510,010.

    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 86,026 shares
    Change vs previous 13F -6,271 shares

    5.3% of the 13F portfolio, value $3,936,531.

    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 92,297 shares
    Change vs previous 13F not available

    5.81% of the 13F portfolio, value $4,218,896.

    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).