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Disclosery

Values Added Financial LLC: BNDX position timeline

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

Values Added Financial LLC held 62,904 BNDX 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 62,904 shares
    Change vs previous 13F -42,115 shares

    1.1% of the 13F portfolio, value $3,046,449.

    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 105,019 shares
    Change vs previous 13F -93,215 shares

    2.12% of the 13F portfolio, value $5,046,151.

    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 198,234 shares
    Change vs previous 13F not available

    4.04% of the 13F portfolio, value $9,578,655.

    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).