Skip to content
Disclosery

Values Added Financial LLC: ARCC position timeline

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

Values Added Financial LLC held 14,295 ARCC 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 14,295 shares
    Change vs previous 13F -2,182 shares

    0.1% of the 13F portfolio, value $264,886.

    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 16,477 shares
    Change vs previous 13F -1,353 shares

    0.12% of the 13F portfolio, value $296,916.

    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 17,830 shares
    Change vs previous 13F -4,683 shares

    0.15% of the 13F portfolio, value $360,701.

    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 22,513 shares
    Change vs previous 13F -1,081 shares

    0.2% of the 13F portfolio, value $459,490.

    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 23,594 shares
    Change vs previous 13F -5,965 shares

    0.25% of the 13F portfolio, value $518,124.

    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 29,559 shares
    Change vs previous 13F +1,579 shares

    0.36% of the 13F portfolio, value $655,027.

    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 27,980 shares
    Change vs previous 13F +14,780 shares

    0.35% of the 13F portfolio, value $612,482.

    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 13,200 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $276,408.

    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).