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Valued Wealth Advisors LLC: DFAT position timeline

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

Valued Wealth Advisors LLC held 100,807 DFAT 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 100,807 shares
    Change vs previous 13F -4,580 shares

    2.56% of the 13F portfolio, value $7,046,440.

    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 105,387 shares
    Change vs previous 13F +1,253 shares

    2.67% of the 13F portfolio, value $6,581,433.

    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 104,134 shares
    Change vs previous 13F -2,303 shares

    2.73% of the 13F portfolio, value $6,200,135.

    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 106,437 shares
    Change vs previous 13F -997 shares

    2.87% of the 13F portfolio, value $6,195,726.

    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 107,434 shares
    Change vs previous 13F +29,031 shares

    3.02% of the 13F portfolio, value $5,797,141.

    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 78,403 shares
    Change vs previous 13F +527 shares

    2.42% of the 13F portfolio, value $4,036,996.

    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 77,876 shares
    Change vs previous 13F +3,856 shares

    2.72% of the 13F portfolio, value $4,334,595.

    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 74,020 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $4,117,750.

    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).