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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

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All positions including Valued Advisers Tr held by Hrt Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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