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Valued Wealth Advisors LLC: AVLV position timeline

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

Valued Wealth Advisors LLC held 183,729 AVLV 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 183,729 shares
    Change vs previous 13F -3,826 shares

    6.09% of the 13F portfolio, value $16,757,876.

    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 187,555 shares
    Change vs previous 13F +9,311 shares

    6.13% of the 13F portfolio, value $15,118,878.

    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 178,244 shares
    Change vs previous 13F +4,479 shares

    5.94% of the 13F portfolio, value $13,505,560.

    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 173,765 shares
    Change vs previous 13F +13,727 shares

    5.83% of the 13F portfolio, value $12,556,308.

    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 160,038 shares
    Change vs previous 13F +13,273 shares

    5.69% of the 13F portfolio, value $10,916,197.

    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 146,765 shares
    Change vs previous 13F +6,809 shares

    5.74% of the 13F portfolio, value $9,570,604.

    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 139,956 shares
    Change vs previous 13F +2,915 shares

    5.85% of the 13F portfolio, value $9,344,844.

    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 137,041 shares
    Change vs previous 13F not available

    5.85% of the 13F portfolio, value $9,021,438.

    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).