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Disclosery

Valued Wealth Advisors LLC: DFUS position timeline

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

Valued Wealth Advisors LLC held 16,327 DFUS 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 16,327 shares
    Change vs previous 13F -7 shares

    0.49% of the 13F portfolio, value $1,337,862.

    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 16,334 shares
    Change vs previous 13F +74 shares

    0.47% of the 13F portfolio, value $1,158,225.

    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 16,260 shares
    Change vs previous 13F -357 shares

    0.53% of the 13F portfolio, value $1,205,992.

    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 16,617 shares
    Change vs previous 13F -37 shares

    0.56% of the 13F portfolio, value $1,203,716.

    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 16,654 shares
    Change vs previous 13F +11,468 shares

    0.58% of the 13F portfolio, value $1,116,171.

    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 5,186 shares
    Change vs previous 13F -6,930 shares

    0.19% of the 13F portfolio, value $313,623.

    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 12,116 shares
    Change vs previous 13F +5 shares

    0.48% of the 13F portfolio, value $772,412.

    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 12,111 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $753,319.

    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).