Position in KMX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,183
+$2,689 QoQ
Shares Held
98
+63.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#483
of 553 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KMX Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Valued Wealth Advisors LLC holds $16,479 across 5 Auto & Truck Dealerships names. KMX ranks #1 (31.5% of the industry book) .
All Filings in KMX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,183 | 98 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,494 | 60 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $77 | 2 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $89 | 2 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $134 | 2 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $155 | 2 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $490 | 6 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $464 | 6 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $440 | 6 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $522 | 6 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $230 | 3 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||