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Valued Wealth Advisors LLC: DFSD position timeline

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

Valued Wealth Advisors LLC held 601,233 DFSD 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 601,233 shares
    Change vs previous 13F +43,499 shares

    10.43% of the 13F portfolio, value $28,708,848.

    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 557,734 shares
    Change vs previous 13F +11,299 shares

    10.82% of the 13F portfolio, value $26,704,272.

    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 546,435 shares
    Change vs previous 13F +20,149 shares

    11.52% of the 13F portfolio, value $26,201,550.

    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 526,286 shares
    Change vs previous 13F +44,771 shares

    11.77% of the 13F portfolio, value $25,361,732.

    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 481,515 shares
    Change vs previous 13F +51,272 shares

    12.06% of the 13F portfolio, value $23,117,549.

    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 430,243 shares
    Change vs previous 13F +17,960 shares

    12.27% of the 13F portfolio, value $20,445,153.

    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 412,283 shares
    Change vs previous 13F +53,185 shares

    12.11% of the 13F portfolio, value $19,327,859.

    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 359,098 shares
    Change vs previous 13F not available

    11.11% of the 13F portfolio, value $17,143,332.

    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).