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Valued Wealth Advisors LLC: ISVL position timeline

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

Valued Wealth Advisors LLC held 42,745 ISVL 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 42,745 shares
    Change vs previous 13F +81 shares

    0.78% of the 13F portfolio, value $2,152,230.

    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 42,664 shares
    Change vs previous 13F +23,380 shares

    0.83% of the 13F portfolio, value $2,052,668.

    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 19,284 shares
    Change vs previous 13F +9 shares

    0.4% of the 13F portfolio, value $917,513.

    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 19,275 shares
    Change vs previous 13F -74 shares

    0.4% of the 13F portfolio, value $872,187.

    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 19,349 shares
    Change vs previous 13F -3,491 shares

    0.42% of the 13F portfolio, value $813,099.

    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 22,840 shares
    Change vs previous 13F +11,755 shares

    0.51% of the 13F portfolio, value $847,030.

    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 11,085 shares
    Change vs previous 13F +900 shares

    0.24% of the 13F portfolio, value $380,168.

    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 10,185 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $386,115.

    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).