Position in LW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$302
+$218 QoQ
Shares Held
7
+250.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#534
of 546 holders
Holding Since
Dec 2023
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LW Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Valued Wealth Advisors LLC holds $1,739 across 3 Packaged Foods names. LW ranks #3 (17.4% of the industry book) .
All Filings in LW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302 | 7 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $84 | 2 | Shares | Sole | 2026-04-30 | |
| 2024-06-30 | $84 | 1 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,089 | 29 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,026 | 28 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||