Valued Wealth Advisors LLC: VRTX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valued Wealth Advisors LLC on VRTX, newest first. How the timeline and the estimate are built.
Valued Wealth Advisors LLC held 35 VRTX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 35 sharesChange vs previous 13F -2 shares
0.01% of the 13F portfolio, value $17,212.
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 37 sharesChange vs previous 13F -7 shares
0.01% of the 13F portfolio, value $16,366.
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 44 sharesChange vs previous 13F -9 shares
0.01% of the 13F portfolio, value $19,858.
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 53 sharesChange vs previous 13F -16 shares
0.01% of the 13F portfolio, value $20,679.
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 69 sharesChange vs previous 13F -1 shares
0.02% of the 13F portfolio, value $30,719.
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 70 sharesChange vs previous 13F +14 shares
0.02% of the 13F portfolio, value $33,938.
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 56 sharesChange vs previous 13F +5 shares
0.01% of the 13F portfolio, value $22,552.
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 51 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $23,720.
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).