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Values Added Financial LLC: GOOGL position timeline

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

Values Added Financial LLC held 11,104 GOOGL 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 11,104 shares
    Change vs previous 13F +876 shares

    1.43% of the 13F portfolio, value $3,968,236.

    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 10,228 shares
    Change vs previous 13F +57 shares

    1.24% of the 13F portfolio, value $2,941,202.

    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 10,171 shares
    Change vs previous 13F -937 shares

    1.34% of the 13F portfolio, value $3,183,565.

    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 11,108 shares
    Change vs previous 13F +451 shares

    1.2% of the 13F portfolio, value $2,700,387.

    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 10,657 shares
    Change vs previous 13F -611 shares

    0.91% of the 13F portfolio, value $1,878,104.

    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 11,268 shares
    Change vs previous 13F +1,479 shares

    0.97% of the 13F portfolio, value $1,742,498.

    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 9,789 shares
    Change vs previous 13F -182 shares

    1.07% of the 13F portfolio, value $1,853,058.

    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 9,971 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $1,653,690.

    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).