DOSSIER · 13F Holders · Q3 2026
MPDB

VALUED ADVISERS TR

1 institutions still hold VALUED ADVISERS TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92046L270·1 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$224K
visible holders
Holders
1
filers reporting
Concentration
100.00%
Boyce & Associates Wealth Consulting, Inc. #1
top holder share
AI Holders Summary · Q3 2026

1 institutions reported MPDB in Q3 2026. Boyce & Associates Wealth Consulting, Inc. leads at 100.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Boyce & Associates Wealth Consulting, Inc.
CIK 0001922884
$224K9K0.14%Q3 2026