180 WEALTH ADVISORS, LLC VALE VALE S A

Ownership history in 180 WEALTH ADVISORS, LLC  ·  25 quarters on record

AI Ownership Summary

180 WEALTH ADVISORS, LLC reported VALE S A (VALE) in 25 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.15% in 2026 Q1. The latest visible filing shows VALE at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VALE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 180 WEALTH ADVISORS, LLC's position in VALE S A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VALE was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 180 WEALTH ADVISORS, LLC held VALE — position size vs. price
% of Fund (quarterly)    VALE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 81,282 -534 -0.7% 0.12% $1.2M 2026-07-07 $14.69
2026 Q1 REDUCED 81,816 -692 -0.8% 0.15% $1.3M 2026-05-01 $16.18
2025 Q4 REDUCED 82,508 -3,361 -3.9% 0.12% $1.1M 2026-01-09 $13.97
2025 Q3 ADDED 85,869 +7,584 +9.7% 0.11% $933K 2025-10-16 $10.55
2025 Q2 ADDED 78,285 +3,996 +5.4% 0.11% $760K 2025-07-31 $8.75
2025 Q1 ADDED 74,289 +13,539 +22.3% 0.12% $741K 2025-04-09 $8.13
2024 Q4 ADDED 60,750 +8,847 +17.0% 0.08% $539K 2025-01-14 $7.62
2024 Q3 ADDED 51,903 +11,893 +29.7% 0.10% $606K 2024-11-01 $9.28
2024 Q2 ADDED 40,010 +4,321 +12.1% 0.07% $456K 2024-07-16 $9.70
2024 Q1 ADDED 35,689 +754 +2.2% 0.08% $435K 2024-04-16 $9.85
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About 180 WEALTH ADVISORS, LLC and VALE

These are the practical questions this page is built to answer before you even open the full history table.

How long has 180 WEALTH ADVISORS, LLC reported owning VALE?

180 WEALTH ADVISORS, LLC reported VALE across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported VALE position in 180 WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for VALE was 0.15% in 2026 Q1.

What is the latest reported VALE position on this page?

The most recent filing on this page is 2026 Q2, when 180 WEALTH ADVISORS, LLC reported 81,282 shares, equal to 0.12% of portfolio, with an estimated market value of $1.2M.

What does the chart on this VALE ownership page compare?

The chart compares 180 WEALTH ADVISORS, LLC's quarterly VALE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 180 WEALTH ADVISORS, LLC time their VALE position?

Based on 13F filing dates vs. subsequent VALE price moves, 180 WEALTH ADVISORS, LLC correctly timed 13 out of 23 reported position changes (57%). The annualised alpha on VALE relative to SPY over the holding period was +0.6%.

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