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Disclosery

Values Added Financial LLC: EFAX position timeline

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

Values Added Financial LLC held 50,519 EFAX 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 50,519 shares
    Change vs previous 13F -6,552 shares

    0.99% of the 13F portfolio, value $2,734,149.

    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 57,071 shares
    Change vs previous 13F -4,686 shares

    1.2% of the 13F portfolio, value $2,840,195.

    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 61,757 shares
    Change vs previous 13F +2,976 shares

    1.32% of the 13F portfolio, value $3,116,629.

    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 58,781 shares
    Change vs previous 13F +1,668 shares

    1.29% of the 13F portfolio, value $2,898,744.

    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 57,113 shares
    Change vs previous 13F +32,433 shares

    1.31% of the 13F portfolio, value $2,704,866.

    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 24,680 shares
    Change vs previous 13F +50 shares

    0.59% of the 13F portfolio, value $1,060,258.

    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 24,630 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $980,520.

    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).