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Values Added Financial LLC: ESGV position timeline

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

Values Added Financial LLC held 13,177 ESGV 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 13,177 shares
    Change vs previous 13F -938 shares

    0.63% of the 13F portfolio, value $1,742,527.

    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 14,115 shares
    Change vs previous 13F +6 shares

    0.67% of the 13F portfolio, value $1,584,691.

    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 14,109 shares
    Change vs previous 13F +143 shares

    0.72% of the 13F portfolio, value $1,706,625.

    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 13,966 shares
    Change vs previous 13F -1,013 shares

    0.74% of the 13F portfolio, value $1,654,133.

    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 14,979 shares
    Change vs previous 13F -2,132 shares

    0.8% of the 13F portfolio, value $1,642,298.

    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 17,111 shares
    Change vs previous 13F +3,049 shares

    0.93% of the 13F portfolio, value $1,676,023.

    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 14,062 shares
    Change vs previous 13F +223 shares

    0.85% of the 13F portfolio, value $1,474,963.

    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 13,839 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,406,734.

    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).