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Valued Wealth Advisors LLC: IVLU position timeline

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

Valued Wealth Advisors LLC held 68,115 IVLU 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 68,115 shares
    Change vs previous 13F -199 shares

    1.04% of the 13F portfolio, value $2,848,563.

    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 68,314 shares
    Change vs previous 13F -223 shares

    1.1% of the 13F portfolio, value $2,710,705.

    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 68,537 shares
    Change vs previous 13F +389 shares

    1.15% of the 13F portfolio, value $2,607,829.

    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 68,148 shares
    Change vs previous 13F -1,034 shares

    1.12% of the 13F portfolio, value $2,417,900.

    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 69,182 shares
    Change vs previous 13F +10,121 shares

    1.19% of the 13F portfolio, value $2,275,404.

    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 59,061 shares
    Change vs previous 13F +7,636 shares

    1.07% of the 13F portfolio, value $1,790,127.

    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 51,425 shares
    Change vs previous 13F +18,189 shares

    0.87% of the 13F portfolio, value $1,394,121.

    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 33,236 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $981,470.

    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).