Valued Wealth Advisors LLC

SEC CIK: 0002007175
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

UDR holding history

UDR, 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.

UDR overview All 13F holders of UDR 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 UDR by Valued Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−4−100.0%	Sold out	Holders
Q1 2024	4	$150	<0.1%	00.0%	Unchanged	Holders
Q4 2023	4	$143	<0.1%	–	No prior filing	Holders