Position in WMK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,487
New position
Shares Held
19
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#180
of 199 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Grocery Stores
Consumer Defensive · as of Jun 30, 2026Valued Wealth Advisors LLC holds $40,134 across 4 Grocery Stores names. WMK ranks #3 (3.7% of the industry book) .
All Filings in WMK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,487 | 19 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||