Skip to content
Disclosery

Valued Wealth Advisors LLC: DFAE position timeline

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

Valued Wealth Advisors LLC held 51,753 DFAE 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 51,753 shares
    Change vs previous 13F +2,787 shares

    0.76% of the 13F portfolio, value $2,081,001.

    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 48,966 shares
    Change vs previous 13F -23,002 shares

    0.67% of the 13F portfolio, value $1,657,999.

    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 71,968 shares
    Change vs previous 13F -93 shares

    1.03% of the 13F portfolio, value $2,344,002.

    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 72,061 shares
    Change vs previous 13F -1,410 shares

    1.05% of the 13F portfolio, value $2,272,078.

    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 73,471 shares
    Change vs previous 13F +11,879 shares

    1.11% of the 13F portfolio, value $2,126,990.

    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 61,592 shares
    Change vs previous 13F -5,401 shares

    0.96% of the 13F portfolio, value $1,594,624.

    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 66,993 shares
    Change vs previous 13F +10,707 shares

    1.06% of the 13F portfolio, value $1,699,620.

    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 56,286 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,542,790.

    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).