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Valued Wealth Advisors LLC

SEC CIK
0002007175
Latest filing
Jul 20, 2026

PFSI holding history

PennyMac Financial Services, 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.

PFSI overviewAll 13F holders of PFSIFull Q2 2026 holdings

Shares (Q2 2026)
17
Value
$1.48K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of PFSI by Valued Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617$1.48K<0.1%−10−37.0%ReducedHolders
Q1 202627$2.36K<0.1%+27NewHolders