Valued Advisers Tr shares owned by Citadel Advisors
Quarter-by-quarter ownership of Valued Advisers Tr (EQTY) shares owned by Citadel Advisors
from 13F filings
Historical chart of Citadel Advisors investment in Valued Advisers Tr
Tip: Access up to 7 years of quarterly data
All positions including Valued Advisers Tr held by Citadel Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Valued Advisers Tr by Citadel Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $326k | 12k | 27.95 |
| 2025-03-31 | $223k | 9.6k | 23.19 |
| 2024-09-30 | $324k | 14k | 23.25 |
| 2024-06-30 | $499k | 23k | 21.66 |
| 2024-03-31 | $455k | 21k | 21.94 |
| 2022-12-31 | $1.2M | 73k | 15.70 |