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Disclosery

Values Added Financial LLC: HASI position timeline

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

Values Added Financial LLC held 14,205 HASI 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 14,205 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $554,705.

    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 14,205 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $522,034.

    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 14,205 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $446,463.

    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 14,205 shares
    Change vs previous 13F -416 shares

    0.19% of the 13F portfolio, value $436,094.

    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 14,621 shares
    Change vs previous 13F +439 shares

    0.19% of the 13F portfolio, value $392,720.

    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 14,182 shares
    Change vs previous 13F -4,096 shares

    0.23% of the 13F portfolio, value $414,682.

    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 18,278 shares
    Change vs previous 13F +8,809 shares

    0.28% of the 13F portfolio, value $490,399.

    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 9,469 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $326,396.

    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).