Position in WERN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,186
New position
Shares Held
96
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#235
of 267 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Trucking
Industrials · as of Jun 30, 2026Valued Wealth Advisors LLC holds $21,622 across 5 Trucking names. WERN ranks #3 (19.4% of the industry book) .
All Filings in WERN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,186 | 96 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||