Position in VAL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,178
New position
Shares Held
30
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#305
of 332 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Drilling
Energy · as of Jun 30, 2026Valued Wealth Advisors LLC holds $38,260 across 7 Oil & Gas Drilling names. VAL ranks #5 (5.7% of the industry book) .
All Filings in VAL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,178 | 30 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||