Valued Wealth Advisors LLC
Position in PECO — Phillips Edison & Company, Inc.
CIK 2007175
HOLLADAY, UT
Position in PECO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$6,159
+$621 QoQ
Shares Held
148
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#410
of 440 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PECO Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Valued Wealth Advisors LLC holds $12,133 across 3 REIT - Retail names. PECO ranks #1 (50.8% of the industry book) .
All Filings in PECO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,159 | 148 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,538 | 148 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $7,825 | 220 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $7,552 | 220 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $7,776 | 222 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,100 | 222 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $11,163 | 298 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $11,199 | 297 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $9,649 | 295 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $12,339 | 344 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $10,104 | 277 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||