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Valued Wealth Advisors LLC

SEC CIK
0002007175
Latest filing
Jul 20, 2026

BPOP holding history

Popular, Inc. 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.

BPOP overviewAll 13F holders of BPOPFull Q2 2026 holdings

Shares (Q2 2026)
4
Value
$664
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of BPOP by Valued Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264$664<0.1%+3+300.0%AddedHolders
Q1 20261$135<0.1%00.0%UnchangedHolders
Q4 20251$126<0.1%00.0%UnchangedHolders
Q3 20251$128<0.1%00.0%UnchangedHolders
Q2 20251$111<0.1%00.0%UnchangedHolders
Q1 20251$94<0.1%00.0%UnchangedHolders
Q4 20241$95<0.1%00.0%UnchangedHolders
Q3 20241$101<0.1%00.0%UnchangedHolders
Q2 20241$90<0.1%00.0%UnchangedHolders
Q1 20241$89<0.1%+1NewHolders