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Valued Wealth Advisors LLC

SEC CIK
0002007175
Latest filing
Jul 20, 2026

UMBF holding history

Umb Financial Corp 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.

UMBF overviewAll 13F holders of UMBFFull Q2 2026 holdings

Shares (Q2 2026)
5
Value
$716
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of UMBF by Valued Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265$716<0.1%+5AddedHolders
Q1 20260$9<0.1%0NewHolders