Values Added Financial LLC: HD position timeline

Values Added Financial LLC held 2,104 HD 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 2,104 shares

   Change vs previous 13F +103 shares

   0.27% of the 13F portfolio, value $742,039.

   13F-HR 0001973921-26-000004 filed by Values Added Financial LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 2,001 shares

   Change vs previous 13F -36 shares

   0.28% of the 13F portfolio, value $658,109.

   13F-HR 0001973921-26-000002 filed by Values Added Financial LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 2,037 shares

   Change vs previous 13F -118 shares

   0.3% of the 13F portfolio, value $700,932.

   13F-HR 0001973921-26-000001 filed by Values Added Financial LLC
   Filed 2026-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 2,155 shares

   Change vs previous 13F +81 shares

   0.39% of the 13F portfolio, value $873,184.

   13F-HR 0001973921-25-000002 filed by Values Added Financial LLC
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 2,074 shares

   Change vs previous 13F -41 shares

   0.37% of the 13F portfolio, value $760,411.

   13F-HR 0001085146-25-004067 filed by Values Added Financial LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 2,115 shares

   Change vs previous 13F -265 shares

   0.43% of the 13F portfolio, value $775,126.

   13F-HR 0001085146-25-002397 filed by Values Added Financial LLC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 2,380 shares

   Change vs previous 13F +395 shares

   0.54% of the 13F portfolio, value $925,796.

   13F-HR 0001085146-25-000618 filed by Values Added Financial LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 1,985 shares

   Change vs previous 13F not available

   0.51% of the 13F portfolio, value $804,322.

   13F-HR 0001085146-24-005184 filed by Values Added Financial LLC
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).