Values Added Financial LLC: DMXF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Values Added Financial LLC on DMXF, newest first. How the timeline and the estimate are built.
Values Added Financial LLC held 107,954 DMXF shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 107,954 sharesChange vs previous 13F +1,430 shares
3.3% of the 13F portfolio, value $9,132,869.
13F-HR 0001973921-26-000004 filed by Values Added Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 106,524 sharesChange vs previous 13F +10,557 shares
3.38% of the 13F portfolio, value $8,037,201.
13F-HR 0001973921-26-000002 filed by Values Added Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 95,967 sharesChange vs previous 13F +6,927 shares
3.05% of the 13F portfolio, value $7,212,845.
13F-HR 0001973921-26-000001 filed by Values Added Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 89,040 sharesChange vs previous 13F +13,160 shares
3% of the 13F portfolio, value $6,743,890.
13F-HR 0001973921-25-000002 filed by Values Added Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 75,880 sharesChange vs previous 13F +14,016 shares
2.74% of the 13F portfolio, value $5,648,507.
13F-HR 0001085146-25-004067 filed by Values Added Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 61,864 sharesChange vs previous 13F +5,989 shares
2.31% of the 13F portfolio, value $4,165,922.
13F-HR 0001085146-25-002397 filed by Values Added Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 55,875 sharesChange vs previous 13F +11,030 shares
2.09% of the 13F portfolio, value $3,610,643.
13F-HR 0001085146-25-000618 filed by Values Added Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 44,845 sharesChange vs previous 13F not available
2.04% of the 13F portfolio, value $3,230,634.
13F-HR 0001085146-24-005184 filed by Values Added Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).