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Valued Wealth Advisors LLC: AVUV position timeline

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

Valued Wealth Advisors LLC held 284,951 AVUV 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 284,951 shares
    Change vs previous 13F -4,011 shares

    12.92% of the 13F portfolio, value $35,550,494.

    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 288,962 shares
    Change vs previous 13F +9,059 shares

    12.94% of the 13F portfolio, value $31,921,651.

    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 279,903 shares
    Change vs previous 13F +10,917 shares

    12.55% of the 13F portfolio, value $28,544,419.

    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 268,986 shares
    Change vs previous 13F +21,874 shares

    12.42% of the 13F portfolio, value $26,772,153.

    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 247,112 shares
    Change vs previous 13F +35,932 shares

    11.74% of the 13F portfolio, value $22,511,993.

    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 211,180 shares
    Change vs previous 13F +6,123 shares

    11.05% of the 13F portfolio, value $18,408,623.

    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 205,057 shares
    Change vs previous 13F +8,847 shares

    12.4% of the 13F portfolio, value $19,794,175.

    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 196,210 shares
    Change vs previous 13F not available

    12.2% of the 13F portfolio, value $18,826,287.

    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).