Valued Wealth Advisors LLC: CMG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valued Wealth Advisors LLC on CMG, newest first. How the timeline and the estimate are built.
Valued Wealth Advisors LLC held 117 CMG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 117 sharesChange vs previous 13F +88 shares
<0.01% of the 13F portfolio, value $3,978.
13F-HR 0002007175-26-000004 filed by Valued Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 29 sharesChange vs previous 13F -49 shares
<0.01% of the 13F portfolio, value $929.
13F-HR 0002007175-26-000002 filed by Valued Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 78 sharesChange vs previous 13F -95 shares
<0.01% of the 13F portfolio, value $2,886.
13F-HR 0002007175-26-000001 filed by Valued Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 173 sharesChange vs previous 13F -87 shares
<0.01% of the 13F portfolio, value $6,780.
13F-HR 0002007175-25-000007 filed by Valued Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 260 sharesChange vs previous 13F +2 shares
0.01% of the 13F portfolio, value $14,599.
13F-HR 0002007175-25-000006 filed by Valued Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 258 sharesChange vs previous 13F -162 shares
0.01% of the 13F portfolio, value $12,955.
13F-HR 0002007175-25-000003 filed by Valued Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 420 sharesChange vs previous 13F +113 shares
0.02% of the 13F portfolio, value $25,326.
13F-HR 0002007175-25-000002 filed by Valued Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 307 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $17,690.
13F-HR 0002007175-24-000004 filed by Valued Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).