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Valued Wealth Advisors LLC

SEC CIK
0002007175
Latest filing
Jul 20, 2026

HIG holding history

Hartford Insurance Group, 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.

HIG overviewAll 13F holders of HIGFull Q2 2026 holdings

Shares (Q2 2026)
279
Value
$37.2K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of HIG by Valued Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026279$37.2K<0.1%+10+3.7%AddedHolders
Q1 2026269$36.6K<0.1%−22−7.6%ReducedHolders
Q4 2025291$40.3K<0.1%+30+11.5%AddedHolders
Q3 2025261$34.9K<0.1%+6+2.4%AddedHolders
Q2 2025255$32.5K<0.1%+13+5.4%AddedHolders
Q1 2025242$30.1K<0.1%+19+8.5%AddedHolders
Q4 2024223$24.5K<0.1%−42−15.8%ReducedHolders
Q3 2024265$31.2K<0.1%+58+28.0%AddedHolders
Q2 2024207$20.9K<0.1%+25+13.7%AddedHolders
Q1 2024182$18.8K<0.1%+139+323.3%AddedHolders
Q4 202343$3.06K<0.1%–No prior filingHolders