Valued Wealth Advisors LLC: TPR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valued Wealth Advisors LLC on TPR, newest first. How the timeline and the estimate are built.
Valued Wealth Advisors LLC held 121 TPR shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 121 sharesChange vs previous 13F +4 shares
0.01% of the 13F portfolio, value $17,690.
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 117 sharesChange vs previous 13F -7 shares
0.01% of the 13F portfolio, value $16,511.
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 124 sharesChange vs previous 13F +12 shares
0.01% of the 13F portfolio, value $15,827.
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 112 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $12,647.
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 112 sharesChange vs previous 13F +1 shares
0.01% of the 13F portfolio, value $9,793.
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 111 sharesChange vs previous 13F -28 shares
<0.01% of the 13F portfolio, value $7,838.
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 139 sharesChange vs previous 13F +55 shares
0.01% of the 13F portfolio, value $9,086.
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 84 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $3,949.
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).