Position in WTW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$784
-$88 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#663
of 687 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Valued Wealth Advisors LLC holds $13,764 across 4 Insurance Brokers names. WTW ranks #4 (5.7% of the industry book) .
All Filings in WTW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $784 | 3 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $872 | 3 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $985 | 3 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,036 | 3 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $919 | 3 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,013 | 3 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $939 | 3 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,767 | 6 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $786 | 3 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $825 | 3 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $723 | 3 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||