Skip to content
Disclosery

Values Added Financial LLC: EW position timeline

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

Values Added Financial LLC held 9,654 EW 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 9,654 shares
    Change vs previous 13F +56 shares

    0.32% of the 13F portfolio, value $873,301.

    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 9,598 shares
    Change vs previous 13F +204 shares

    0.32% of the 13F portfolio, value $768,608.

    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 9,394 shares
    Change vs previous 13F +42 shares

    0.34% of the 13F portfolio, value $800,839.

    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 9,352 shares
    Change vs previous 13F -56 shares

    0.32% of the 13F portfolio, value $727,305.

    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 9,408 shares
    Change vs previous 13F -45 shares

    0.36% of the 13F portfolio, value $735,800.

    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 9,453 shares
    Change vs previous 13F +91 shares

    0.38% of the 13F portfolio, value $685,153.

    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 9,362 shares
    Change vs previous 13F +16 shares

    0.4% of the 13F portfolio, value $693,069.

    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 9,346 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $616,743.

    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).