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Valued Wealth Advisors LLC: AVUS position timeline

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

Valued Wealth Advisors LLC held 50,270 AVUS 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 50,270 shares
    Change vs previous 13F +759 shares

    2.34% of the 13F portfolio, value $6,438,554.

    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 49,511 shares
    Change vs previous 13F +24,312 shares

    2.23% of the 13F portfolio, value $5,504,609.

    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 25,199 shares
    Change vs previous 13F -294 shares

    1.24% of the 13F portfolio, value $2,816,707.

    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 25,493 shares
    Change vs previous 13F -116 shares

    1.29% of the 13F portfolio, value $2,771,056.

    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 25,609 shares
    Change vs previous 13F +6,858 shares

    1.35% of the 13F portfolio, value $2,581,913.

    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 18,751 shares
    Change vs previous 13F +4,229 shares

    1.04% of the 13F portfolio, value $1,732,234.

    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 14,522 shares
    Change vs previous 13F +163 shares

    0.88% of the 13F portfolio, value $1,407,619.

    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 14,359 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,366,281.

    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).