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Valued Wealth Advisors LLC

SEC CIK
0002007175
Latest filing
Jul 20, 2026

SMA holding history

SmartStop Self Storage REIT, 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.

SMA overviewAll 13F holders of SMAFull Q2 2026 holdings

Shares (Q2 2026)
15,889
Value
$516.4K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of SMA by Valued Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,889$516.4K0.2%00.0%UnchangedHolders
Q1 202615,889$482.4K0.2%−699−4.2%ReducedHolders
Q4 202516,588$514.5K0.2%+16,588NewHolders