Valued Wealth Advisors LLC
Position in WST — West Pharmaceutical Services Inc
CIK 2007175
HOLLADAY, UT
Position in WST
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$8,616
+$2,601 QoQ
Shares Held
24
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#738
of 827 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WST 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. WST ranks #3 (15.9% of the industry book) .
All Filings in WST
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,616 | 24 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $6,015 | 24 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,603 | 24 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,295 | 24 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,251 | 24 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,373 | 24 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $9,826 | 30 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $9,004 | 30 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $9,881 | 30 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $11,871 | 30 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $8,450 | 24 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||