Valued Advisers Trust Kovitz Co

Historical 13F Holders

Symbol
EQTY
CUSIP
92046L353
All holders as of
Q2 2025
Type
Equity
Class
KOVITZ CORE EQT
Reported Value, Excluding Options
Total Filings
Period Filings Shares, Excl. Options Value, Excl. Options
2025 Q2 13 46.2 M $1.16 B
2025 Q1 15 46.3 M $1.07 B
2024 Q4 14 2.05 M $48.7 M
2024 Q3 10 46.1 M $1.07 B
2024 Q2 14 45.2 M $979 M
2024 Q1 12 44.4 M $973 M
2023 Q4 12 43.6 M $868 M
2023 Q3 9 44.0 M $796 M
2023 Q2 10 43.7 M $813 M
2023 Q1 10 43.8 M $752 M
2022 Q4 13 34.7 M $545 M