Valued Advisers Tr shares owned by Hrt Financial
Quarter-by-quarter ownership of Valued Advisers Tr (EQTY) shares owned by Hrt Financial
from 13F filings
Historical chart of Hrt Financial investment in Valued Advisers Tr
Tip: Access up to 7 years of quarterly data
All positions including Valued Advisers Tr held by Hrt Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Valued Advisers Tr by Hrt Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $1.2M | 43k | 27.94 |
| 2025-03-31 | $264k | 11k | 23.19 |