Valued Wealth Advisors LLC: CSL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valued Wealth Advisors LLC on CSL, newest first. How the timeline and the estimate are built.
Valued Wealth Advisors LLC held 6 CSL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 6 sharesChange vs previous 13F +1 shares
<0.01% of the 13F portfolio, value $2,177.
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 5 sharesChange vs previous 13F +4 shares
<0.01% of the 13F portfolio, value $1,669.
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 1 sharesChange vs previous 13F -1 shares
<0.01% of the 13F portfolio, value $320.
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 2 sharesChange vs previous 13F +1 shares
<0.01% of the 13F portfolio, value $661.
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 1 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $376.
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 1 sharesChange vs previous 13F -1 shares
<0.01% of the 13F portfolio, value $342.
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 2 sharesChange vs previous 13F -1 shares
<0.01% of the 13F portfolio, value $738.
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 3 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $1,350.
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).