Position in OSCR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$7,187
New position
Shares Held
252
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#356
of 401 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Valued Wealth Advisors LLC holds $93,596 across 7 Healthcare Plans names. OSCR ranks #3 (7.7% of the industry book) .
All Filings in OSCR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,187 | 252 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||