EQTY — VALUED ADVISERS TR

Ownership history in Glen Eagle Advisors, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Glen Eagle Advisors, LLC reported a position in VALUED ADVISERS TR (EQTY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2024 Q2)
Avg. % of fund
0.01%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 1,640 — 0% 0.01% $44K $26.99
2025 Q3 UNCHANGED 1,640 — 0% 0.01% $42K $25.66
2025 Q2 UNCHANGED 1,640 — 0% 0.01% $41K $25.03
2025 Q1 UNCHANGED 1,640 — 0% 0.01% $38K $23.18
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EQTY price (monthly, adj. close)

Other funds also holding EQTY

As of 2025 Q4 — sorted by position size

Focus Partners Wealth 3Y 7Y 1.39% GTS SECURITIES LLC 0.05% Darwin Wealth Management, LLC 3Y 7Y 0.01% MML INVESTORS SERVICES, LLC 3Y 7Y 0.01% ROYAL BANK OF CANADA 3Y 7Y 0.0% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% MORGAN STANLEY 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0%
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