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Valued Wealth Advisors LLC: IVV position timeline

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

Valued Wealth Advisors LLC held 861 IVV 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 861 shares
    Change vs previous 13F +150 shares

    0.23% of the 13F portfolio, value $644,795.

    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 711 shares
    Change vs previous 13F -16 shares

    0.19% of the 13F portfolio, value $464,433.

    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 727 shares
    Change vs previous 13F -259 shares

    0.22% of the 13F portfolio, value $497,952.

    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 986 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $659,930.

    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 986 shares
    Change vs previous 13F -121 shares

    0.32% of the 13F portfolio, value $612,208.

    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 1,107 shares
    Change vs previous 13F +116 shares

    0.37% of the 13F portfolio, value $622,024.

    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 991 shares
    Change vs previous 13F +393 shares

    0.37% of the 13F portfolio, value $583,594.

    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 598 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $345,093.

    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).