TY — TRI CONTL CORP

Ownership history in Valued Wealth Advisors LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Valued Wealth Advisors LLC reported a position in TRI CONTL CORP (TY). 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 100 — 0% 0.00% $3K $33.43
2025 Q2 UNCHANGED 100 — 0% 0.00% $3K $30.89
2025 Q1 UNCHANGED 100 — 0% 0.00% $3K $29.65
2024 Q4 INITIATED 100 — — 0.00% $3K $30.36
% of Fund (quarterly)    TY price (monthly, adj. close)

Other funds also holding TY

As of 2025 Q4 — sorted by position size

Altium Capital Management LLC 3Y 5.22% BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3Y 7Y 2.02% 1620 INVESTMENT ADVISORS, INC. 3Y 2.01% Uncommon Cents Investing LLC 3Y 7Y 1.26% Beckerman Institutional, LLC 0.74% Shaker Financial Services, LLC 3Y 7Y 0.73% Saba Capital Management, L.P. 3Y 7Y 0.68% Stolper Co 3Y 0.59% Platform Technology Partners 3Y 0.47% Cornerstone Advisory, LLC 3Y 7Y 0.46%
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