TY β€” TRI CONTL CORP

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

AI Ownership Summary

Valued Wealth Advisors LLC reported TRI CONTL CORP (TY) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows TY at 0.00% 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 TY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Valued Wealth Advisors LLC's position in TRI CONTL CORP, 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
2025 Q3

TY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2025 Q3

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.

How Valued Wealth Advisors LLC held TY β€” position size vs. price
% of Fund (quarterly)    TY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 100 β€” 0% 0.00% $3K 2025-10-29 $34.01
2025 Q2 UNCHANGED 100 β€” 0% 0.00% $3K 2025-08-06 $31.77
2025 Q1 UNCHANGED 100 β€” 0% 0.00% $3K 2025-05-01 $29.02
2024 Q4 INITIATED 100 β€” β€” 0.00% $3K 2025-01-22 $31.30

FAQ About Valued Wealth Advisors LLC and TY

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

How long has Valued Wealth Advisors LLC reported owning TY?

Valued Wealth Advisors LLC reported TY across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported TY position in Valued Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for TY was 0.00% in 2024 Q4.

What is the latest reported TY position on this page?

The most recent filing on this page is 2025 Q3, when Valued Wealth Advisors LLC reported 100 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this TY ownership page compare?

The chart compares Valued Wealth Advisors LLC's quarterly TY 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.

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