Valued Wealth Advisors LLC: FDX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valued Wealth Advisors LLC on FDX, newest first. How the timeline and the estimate are built.
Valued Wealth Advisors LLC held 55 FDX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 55 sharesChange vs previous 13F +11 shares
0.01% of the 13F portfolio, value $17,362.
13F-HR 0002007175-26-000004 filed by Valued Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 44 sharesChange vs previous 13F +10 shares
0.01% of the 13F portfolio, value $15,788.
13F-HR 0002007175-26-000002 filed by Valued Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 34 sharesChange vs previous 13F +11 shares
<0.01% of the 13F portfolio, value $9,895.
13F-HR 0002007175-26-000001 filed by Valued Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 23 sharesChange vs previous 13F +3 shares
<0.01% of the 13F portfolio, value $5,471.
13F-HR 0002007175-25-000007 filed by Valued Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 20 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $4,581.
13F-HR 0002007175-25-000006 filed by Valued Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20 sharesChange vs previous 13F -58 shares
<0.01% of the 13F portfolio, value $4,907.
13F-HR 0002007175-25-000003 filed by Valued Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 78 sharesChange vs previous 13F +44 shares
0.01% of the 13F portfolio, value $22,019.
13F-HR 0002007175-25-000002 filed by Valued Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 34 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $9,344.
13F-HR 0002007175-24-000004 filed by Valued Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).