Valued Advisers Tr shares owned by Kovitz Investment Group Partners
Quarter-by-quarter ownership of Valued Advisers Tr (EQTY) shares owned by Kovitz Investment Group Partners
from 13F filings
Historical chart of Kovitz Investment Group Partners investment in Valued Advisers Tr
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Quarterly reported holdings in Valued Advisers Tr by Kovitz Investment Group Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2B | 46M | 25.67 |
| 2025-06-30 | $1.1B | 46M | 25.04 |
| 2025-03-31 | $1.1B | 46M | 23.19 |
| 2024-12-31 | $1.1B | 46M | 23.76 |
| 2024-09-30 | $1.1B | 46M | 23.19 |
| 2024-06-30 | $974M | 45M | 21.66 |
| 2024-03-31 | $969M | 44M | 21.94 |
| 2023-12-31 | $864M | 43M | 19.88 |
| 2023-09-30 | $793M | 44M | 18.07 |
| 2023-06-30 | $809M | 44M | 18.60 |
| 2023-03-31 | $749M | 44M | 17.16 |
| 2022-12-31 | $520M | 33M | 15.70 |
More positions owned by Kovitz Investment Group Partners
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