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Disclosery

Values Added Financial LLC: ESGD position timeline

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

Values Added Financial LLC held 19,957 ESGD 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 19,957 shares
    Change vs previous 13F +1,232 shares

    0.74% of the 13F portfolio, value $2,051,779.

    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 18,725 shares
    Change vs previous 13F -50 shares

    0.75% of the 13F portfolio, value $1,790,485.

    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 18,775 shares
    Change vs previous 13F +719 shares

    0.75% of the 13F portfolio, value $1,785,315.

    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 18,056 shares
    Change vs previous 13F -440 shares

    0.75% of the 13F portfolio, value $1,678,847.

    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 18,496 shares
    Change vs previous 13F -15,878 shares

    0.8% of the 13F portfolio, value $1,650,213.

    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 34,374 shares
    Change vs previous 13F +10,269 shares

    1.56% of the 13F portfolio, value $2,808,012.

    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 24,105 shares
    Change vs previous 13F +5,006 shares

    1.06% of the 13F portfolio, value $1,835,355.

    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 19,099 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $1,607,563.

    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).