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Valued Wealth Advisors LLC: AVDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valued Wealth Advisors LLC on AVDV, newest first. How the timeline and the estimate are built.

Valued Wealth Advisors LLC held 162,263 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,263 shares
    Change vs previous 13F +2,443 shares

    6.08% of the 13F portfolio, value $16,721,234.

    13F-HR 0002007175-26-000004 filed by Valued Wealth Advisors LLC
    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 159,820 shares
    Change vs previous 13F -2,870 shares

    6.47% of the 13F portfolio, value $15,959,601.

    13F-HR 0002007175-26-000002 filed by Valued Wealth Advisors LLC
    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 162,690 shares
    Change vs previous 13F +3,176 shares

    6.72% of the 13F portfolio, value $15,287,906.

    13F-HR 0002007175-26-000001 filed by Valued Wealth Advisors LLC
    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 159,514 shares
    Change vs previous 13F +4,491 shares

    6.59% of the 13F portfolio, value $14,201,478.

    13F-HR 0002007175-25-000007 filed by Valued Wealth Advisors LLC
    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 155,023 shares
    Change vs previous 13F -1,798 shares

    6.41% of the 13F portfolio, value $12,290,279.

    13F-HR 0002007175-25-000006 filed by Valued Wealth Advisors LLC
    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 156,821 shares
    Change vs previous 13F +6,974 shares

    6.56% of the 13F portfolio, value $10,936,676.

    13F-HR 0002007175-25-000003 filed by Valued Wealth Advisors LLC
    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 149,847 shares
    Change vs previous 13F +9,891 shares

    6.11% of the 13F portfolio, value $9,752,001.

    13F-HR 0002007175-25-000002 filed by Valued Wealth Advisors LLC
    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 139,956 shares
    Change vs previous 13F not available

    6.41% of the 13F portfolio, value $9,890,690.

    13F-HR 0002007175-24-000004 filed by Valued Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).