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Valued Wealth Advisors LLC: DFUV position timeline

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

Valued Wealth Advisors LLC held 39,978 DFUV 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 39,978 shares
    Change vs previous 13F -3,479 shares

    0.8% of the 13F portfolio, value $2,199,203.

    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 43,457 shares
    Change vs previous 13F -2,658 shares

    0.85% of the 13F portfolio, value $2,105,923.

    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 46,115 shares
    Change vs previous 13F -727 shares

    0.94% of the 13F portfolio, value $2,148,503.

    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 46,842 shares
    Change vs previous 13F -2,291 shares

    0.97% of the 13F portfolio, value $2,093,374.

    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 49,133 shares
    Change vs previous 13F -2,459 shares

    1.08% of the 13F portfolio, value $2,077,333.

    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 51,592 shares
    Change vs previous 13F +5,852 shares

    1.28% of the 13F portfolio, value $2,126,125.

    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 45,740 shares
    Change vs previous 13F -883 shares

    1.17% of the 13F portfolio, value $1,871,701.

    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 46,623 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $1,943,702.

    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).