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Values Added Financial LLC: BND position timeline

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

Values Added Financial LLC held 168,548 BND 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 168,548 shares
    Change vs previous 13F +12,021 shares

    4.47% of the 13F portfolio, value $12,373,107.

    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 156,527 shares
    Change vs previous 13F +700 shares

    4.85% of the 13F portfolio, value $11,526,683.

    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 155,827 shares
    Change vs previous 13F -1,720 shares

    4.87% of the 13F portfolio, value $11,542,108.

    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 157,547 shares
    Change vs previous 13F -1,206 shares

    5.21% of the 13F portfolio, value $11,716,774.

    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 158,753 shares
    Change vs previous 13F -51,399 shares

    5.67% of the 13F portfolio, value $11,688,973.

    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 210,152 shares
    Change vs previous 13F +20,750 shares

    8.56% of the 13F portfolio, value $15,435,676.

    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 189,402 shares
    Change vs previous 13F +66,196 shares

    7.88% of the 13F portfolio, value $13,619,863.

    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 123,206 shares
    Change vs previous 13F not available

    5.83% of the 13F portfolio, value $9,254,003.

    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).