Advisory Resource Group VALE — VALE S A

Ownership history in Advisory Resource Group  ·  4 quarters on record

AI Ownership Summary

Advisory Resource Group reported VALE S A (VALE) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.28% in 2025 Q4. The latest visible filing shows VALE at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VALE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Advisory Resource Group's position in VALE S A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VALE was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VALE stock page Advisory Resource Group fund profile Advisory Resource Group full holdings
How Advisory Resource Group held VALE — position size vs. price
% of Fund (quarterly)    VALE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 90,600 +72 +0.1% 0.20% $1.4M 2026-07-14 $14.59
2026 Q1 REDUCED 24.8% -5.5% ✅ 90,528 -29,827 -24.8% 0.25% $1.4M 2026-05-15 $16.32
2025 Q4 REDUCED 8.9% +22.1% ❌ 120,355 -11,703 -8.9% 0.28% $1.6M 2026-02-12 $17.04
2025 Q3 INITIATED — — — 132,058 — — 0.26% $1.4M 2025-10-22 $10.94

🏢 Other funds also holding VALE

As of 2026 Q2 — sorted by position size

Greater Midwest Financial Group, LLC 1.43% LVW Advisors, LLC 3Y 7Y 0.18% Assenagon Asset Management S.A. 3Y 7Y 0.13% 180 WEALTH ADVISORS, LLC 3Y 7Y 0.12% Redhawk Wealth Advisors, Inc. 3Y 7Y 0.12% SHRIER WEALTH MANAGEMENT, LLC 0.11% Veracity Capital LLC 3Y 0.11% BURNEY CO/ 3Y 7Y 0.08% RAMSEY QUANTITATIVE SYSTEMS 3Y 7Y 0.05% Accel Wealth Management 3Y 0.05%

FAQ About Advisory Resource Group and VALE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Advisory Resource Group reported owning VALE?

Advisory Resource Group reported VALE across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported VALE position in Advisory Resource Group's portfolio?

The largest reported portfolio weight for VALE was 0.28% in 2025 Q4.

What is the latest reported VALE position on this page?

The most recent filing on this page is 2026 Q2, when Advisory Resource Group reported 90,600 shares, equal to 0.20% of portfolio, with an estimated market value of $1.4M.

What does the chart on this VALE ownership page compare?

The chart compares Advisory Resource Group's quarterly VALE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Advisory Resource Group time their VALE position?

Based on 13F filing dates vs. subsequent VALE price moves, Advisory Resource Group correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on VALE relative to SPY over the holding period was +24.9%.

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