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Valued Wealth Advisors LLC: AVEM position timeline

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

Valued Wealth Advisors LLC held 176,723 AVEM 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 176,723 shares
    Change vs previous 13F -7,592 shares

    6.2% of the 13F portfolio, value $17,051,979.

    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 184,315 shares
    Change vs previous 13F +7,942 shares

    6.02% of the 13F portfolio, value $14,852,095.

    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 176,373 shares
    Change vs previous 13F +2,967 shares

    5.97% of the 13F portfolio, value $13,584,297.

    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 173,406 shares
    Change vs previous 13F +8,826 shares

    6.04% of the 13F portfolio, value $13,024,605.

    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 164,580 shares
    Change vs previous 13F +4,977 shares

    5.88% of the 13F portfolio, value $11,280,359.

    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 159,603 shares
    Change vs previous 13F +10,939 shares

    5.77% of the 13F portfolio, value $9,607,450.

    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 148,664 shares
    Change vs previous 13F +7,833 shares

    5.48% of the 13F portfolio, value $8,739,973.

    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 140,831 shares
    Change vs previous 13F not available

    5.9% of the 13F portfolio, value $9,097,686.

    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).