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Valued Wealth Advisors LLC: DFAC position timeline

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

Valued Wealth Advisors LLC held 134,138 DFAC 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 134,138 shares
    Change vs previous 13F +2,876 shares

    2.16% of the 13F portfolio, value $5,950,379.

    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 131,262 shares
    Change vs previous 13F -23,486 shares

    2.07% of the 13F portfolio, value $5,100,830.

    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 154,748 shares
    Change vs previous 13F -653 shares

    2.69% of the 13F portfolio, value $6,126,492.

    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 155,401 shares
    Change vs previous 13F -1,511 shares

    2.78% of the 13F portfolio, value $5,993,829.

    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 156,912 shares
    Change vs previous 13F -3,799 shares

    2.93% of the 13F portfolio, value $5,623,714.

    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 160,711 shares
    Change vs previous 13F -1,167 shares

    3.18% of the 13F portfolio, value $5,301,842.

    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 161,878 shares
    Change vs previous 13F -13,993 shares

    3.51% of the 13F portfolio, value $5,599,343.

    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 175,871 shares
    Change vs previous 13F not available

    3.91% of the 13F portfolio, value $6,030,622.

    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).