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Disclosery

Wolf Group Capital Advisors: VLUE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wolf Group Capital Advisors on VLUE, newest first. How the timeline and the estimate are built.

Wolf Group Capital Advisors held 98,279 VLUE shares at 2025-03-31 per its 13F-HR filed 2025-04-18.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 98,279 shares
    Change vs previous 13F +4,772 shares

    3.52% of the 13F portfolio, value $10,481,552.

    13F-HR 0001085146-25-002200 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 93,507 shares
    Change vs previous 13F 0 shares

    4.25% of the 13F portfolio, value $8,770,032.

    13F-HR 0001085146-25-001736 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 93,507 shares
    Change vs previous 13F +3,798 shares

    4.17% of the 13F portfolio, value $8,770,032.

    13F-HR 0001085146-24-005292 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 89,709 shares
    Change vs previous 13F -3,798 shares

    3.66% of the 13F portfolio, value $9,281,325.

    13F-HR 0001085146-24-003361 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 93,507 shares
    Change vs previous 13F 0 shares

    4.17% of the 13F portfolio, value $8,770,032.

    13F-HR 0001085146-24-002041 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 93,507 shares
    Change vs previous 13F -369 shares

    4.16% of the 13F portfolio, value $8,770,032.

    13F-HR 0001085146-24-000390 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 93,876 shares
    Change vs previous 13F +650 shares

    4.03% of the 13F portfolio, value $8,516,441.

    13F-HR 0001085146-23-004003 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 93,226 shares
    Change vs previous 13F not available

    4.13% of the 13F portfolio, value $8,282,280.

    13F-HR 0001085146-23-002975 filed by Wolf Group Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).