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Valued Wealth Advisors LLC

SEC CIK
0002007175
Latest filing
Jul 20, 2026

MDB holding history

MongoDB, 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.

MDB overviewAll 13F holders of MDBFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2023
Holdings of MDB by Valued Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−7−100.0%Sold outHolders
Q1 20257$1.23K<0.1%00.0%UnchangedHolders
Q4 20247$1.63K<0.1%−1−12.5%ReducedHolders
Q3 20248$2.16K<0.1%+1+14.3%AddedHolders
Q2 20247$1.75K<0.1%00.0%UnchangedHolders
Q1 20247$2.51K<0.1%00.0%UnchangedHolders
Q4 20237$2.42K<0.1%–No prior filingHolders