Larry Mathis Financial Planning »

Vale shares owned by Larry Mathis Financial Planning

Quarter-by-quarter ownership of Vale (VALE) shares owned by Larry Mathis Financial Planning from 13F filings

Historical chart of Larry Mathis Financial Planning investment in Vale

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All positions including Vale held by Larry Mathis Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vale by Larry Mathis Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $261k 20k 13.03

More positions owned by Larry Mathis Financial Planning

Proshares Tr Hgh Yld Int Rate (HYHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr Invt Int Rt Hg (IGHG)
CRH Ord (CRH)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr State Street Tec (XLK)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
McDonald's Corporation (MCD)
JPMorgan Chase & Co. (JPM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)

View all positions for Larry Mathis Financial Planning

Top funds holding Vale

Capital World Investors
BlackRock
GQG Partners
FMR
Arrowstreet Capital, Limited Partnership
Goldman Sachs Group
Capital Research and Management Company - Division 3
Susquehanna International
Lazard Asset Management
Fisher Investments
Robeco Institutional Asset Management B V
UBS Group
Orbis Allan Gray
Connor, Clark & Lunn Investment Management
Invesco

View all funds holding Vale