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Values Added Financial LLC: GOOG position timeline

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

Values Added Financial LLC held 12,448 GOOG 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 12,448 shares
    Change vs previous 13F +445 shares

    1.59% of the 13F portfolio, value $4,398,252.

    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 12,003 shares
    Change vs previous 13F +2 shares

    1.45% of the 13F portfolio, value $3,443,181.

    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 12,001 shares
    Change vs previous 13F +240 shares

    1.59% of the 13F portfolio, value $3,765,914.

    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 11,761 shares
    Change vs previous 13F +176 shares

    1.27% of the 13F portfolio, value $2,864,392.

    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 11,585 shares
    Change vs previous 13F +1,545 shares

    1% of the 13F portfolio, value $2,055,063.

    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 10,040 shares
    Change vs previous 13F +1,222 shares

    0.87% of the 13F portfolio, value $1,568,549.

    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 8,818 shares
    Change vs previous 13F +149 shares

    0.97% of the 13F portfolio, value $1,679,300.

    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 8,669 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,449,370.

    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).