Position in SOLV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$6,634
+$1,019 QoQ
Shares Held
86
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#709
of 868 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOLV Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Valued Wealth Advisors LLC holds $54,302 across 5 Medical Instruments & Supplies names. SOLV ranks #4 (12.2% of the industry book) .
All Filings in SOLV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,634 | 86 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,615 | 86 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,814 | 86 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,278 | 86 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,522 | 86 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,615 | 87 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $5,747 | 87 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $6,065 | 87 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $4,600 | 87 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||