Skip to content
Disclosery

Valued Retirements, Inc.: VTWG position timeline

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

Valued Retirements, Inc. held 1,375 VTWG 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 1,375 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $395,538.

    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 1,375 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $314,909.

    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 1,375 shares
    Change vs previous 13F +1 shares

    0.32% of the 13F portfolio, value $324,468.

    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 1,374 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $286,505.

    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 1,374 shares
    Change vs previous 13F +1 shares

    0.32% of the 13F portfolio, value $286,505.

    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 1,373 shares
    Change vs previous 13F +1 shares

    0.34% of the 13F portfolio, value $255,869.

    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 1,372 shares
    Change vs previous 13F +1 shares

    0.39% of the 13F portfolio, value $288,347.

    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 1,371 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $284,096.

    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).