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Valued Wealth Advisors LLC: FNDC position timeline

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

Valued Wealth Advisors LLC held 51,623 FNDC 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 51,623 shares
    Change vs previous 13F -820 shares

    0.91% of the 13F portfolio, value $2,506,797.

    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 52,443 shares
    Change vs previous 13F -11,976 shares

    0.99% of the 13F portfolio, value $2,431,249.

    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 64,419 shares
    Change vs previous 13F +530 shares

    1.26% of the 13F portfolio, value $2,869,879.

    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 63,889 shares
    Change vs previous 13F -919 shares

    1.32% of the 13F portfolio, value $2,843,710.

    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 64,808 shares
    Change vs previous 13F +15,377 shares

    1.42% of the 13F portfolio, value $2,725,197.

    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 49,431 shares
    Change vs previous 13F -8,364 shares

    1.07% of the 13F portfolio, value $1,789,403.

    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 57,795 shares
    Change vs previous 13F +6,379 shares

    1.24% of the 13F portfolio, value $1,973,121.

    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 51,416 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $1,961,522.

    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).