Position in NXT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$7,505
+$3,889 QoQ
Shares Held
63
+110.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#633
of 715 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NXT Over Time
Shares Held
Position Value (USD)
Position in Solar
Technology · as of Jun 30, 2026Valued Wealth Advisors LLC holds $22,593 across 4 Solar names. NXT ranks #2 (33.2% of the industry book) .
All Filings in NXT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,505 | 63 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,616 | 30 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $609 | 7 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $369 | 5 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $271 | 5 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $210 | 5 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $182 | 5 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $187 | 5 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $234 | 5 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $281 | 5 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||