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Disclosery

Values Added Financial LLC: IAGG position timeline

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

Values Added Financial LLC held 396,650 IAGG 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 396,650 shares
    Change vs previous 13F +65,763 shares

    7.25% of the 13F portfolio, value $20,070,484.

    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 330,887 shares
    Change vs previous 13F +133,231 shares

    6.97% of the 13F portfolio, value $16,557,573.

    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 197,656 shares
    Change vs previous 13F -123,334 shares

    4.17% of the 13F portfolio, value $9,884,786.

    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 320,990 shares
    Change vs previous 13F +36,687 shares

    7.31% of the 13F portfolio, value $16,444,336.

    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 284,303 shares
    Change vs previous 13F +276,166 shares

    7.04% of the 13F portfolio, value $14,525,058.

    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 8,137 shares
    Change vs previous 13F -3,347 shares

    0.23% of the 13F portfolio, value $406,786.

    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 11,484 shares
    Change vs previous 13F +15 shares

    0.33% of the 13F portfolio, value $573,299.

    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 11,469 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $594,314.

    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).