Valued Wealth Advisors LLC

SEC CIK: 0002007175
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

RMR holding history

RMR 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.

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

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2023

Holdings of RMR by Valued Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−19−100.0%	Sold out	Holders
Q1 2024	19	$456	<0.1%	−16−45.7%	Reduced	Holders
Q4 2023	35	$859	<0.1%	–	No prior filing	Holders