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Values Added Financial LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Values Added Financial LLC on AAPL, newest first. How the timeline and the estimate are built.

Values Added Financial LLC held 35,183 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,183 shares
    Change vs previous 13F +3,540 shares

    3.68% of the 13F portfolio, value $10,180,424.

    13F-HR 0001973921-26-000004 filed by Values Added Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 31,643 shares
    Change vs previous 13F +729 shares

    3.38% of the 13F portfolio, value $8,030,650.

    13F-HR 0001973921-26-000002 filed by Values Added Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 30,914 shares
    Change vs previous 13F +275 shares

    3.55% of the 13F portfolio, value $8,404,252.

    13F-HR 0001973921-26-000001 filed by Values Added Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 30,639 shares
    Change vs previous 13F +837 shares

    3.47% of the 13F portfolio, value $7,801,582.

    13F-HR 0001973921-25-000002 filed by Values Added Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 29,802 shares
    Change vs previous 13F -5,174 shares

    2.96% of the 13F portfolio, value $6,114,445.

    13F-HR 0001085146-25-004067 filed by Values Added Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 34,976 shares
    Change vs previous 13F +6,701 shares

    4.31% of the 13F portfolio, value $7,769,174.

    13F-HR 0001085146-25-002397 filed by Values Added Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 28,275 shares
    Change vs previous 13F +1,714 shares

    4.1% of the 13F portfolio, value $7,080,514.

    13F-HR 0001085146-25-000618 filed by Values Added Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 26,561 shares
    Change vs previous 13F not available

    3.9% of the 13F portfolio, value $6,188,609.

    13F-HR 0001085146-24-005184 filed by Values Added Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).