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Disclosery

Values Added Financial LLC: AMZN position timeline

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

Values Added Financial LLC held 12,194 AMZN 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 12,194 shares
    Change vs previous 13F -20 shares

    1.05% of the 13F portfolio, value $2,906,318.

    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 12,214 shares
    Change vs previous 13F +117 shares

    1.07% of the 13F portfolio, value $2,543,810.

    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 12,097 shares
    Change vs previous 13F -1,646 shares

    1.18% of the 13F portfolio, value $2,792,230.

    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 13,743 shares
    Change vs previous 13F +281 shares

    1.34% of the 13F portfolio, value $3,017,551.

    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 13,462 shares
    Change vs previous 13F +264 shares

    1.43% of the 13F portfolio, value $2,953,428.

    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 13,198 shares
    Change vs previous 13F +36 shares

    1.39% of the 13F portfolio, value $2,511,051.

    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 13,162 shares
    Change vs previous 13F +25 shares

    1.67% of the 13F portfolio, value $2,887,611.

    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 13,137 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $2,447,817.

    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).