Valued Wealth Advisors LLC

SEC CIK: 0002007175
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

ARES holding history

Ares Management Corp in every 13F filed by Valued Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ARES overview All 13F holders of ARES Full Q2 2026 holdings

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2025

Holdings of ARES by Valued Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−45−100.0%	Sold out	Holders
Q1 2026	45	$4.91K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	45	$7.27K	<0.1%	+45	New	Holders