Position in MATX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$20,568
New position
Shares Held
107
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#357
of 425 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Marine Shipping
Industrials · as of Jun 30, 2026Valued Wealth Advisors LLC holds $24,327 across 3 Marine Shipping names. MATX ranks #1 (84.5% of the industry book) .
All Filings in MATX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,568 | 107 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||