Position in IVT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,425
+$618 QoQ
Shares Held
125
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#311
of 338 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Valued Wealth Advisors LLC holds $12,133 across 3 REIT - Retail names. IVT ranks #2 (36.5% of the industry book) .
All Filings in IVT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,425 | 125 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,807 | 125 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,526 | 125 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,663 | 128 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,507 | 128 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,759 | 128 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,856 | 128 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,602 | 127 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,119 | 126 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,213 | 125 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||