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Disclosery

Values Added Financial LLC: IBM position timeline

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

Values Added Financial LLC held 2,345 IBM 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 2,345 shares
    Change vs previous 13F -2 shares

    0.24% of the 13F portfolio, value $659,540.

    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 2,347 shares
    Change vs previous 13F -63 shares

    0.24% of the 13F portfolio, value $568,992.

    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 2,410 shares
    Change vs previous 13F -68 shares

    0.3% of the 13F portfolio, value $713,970.

    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 2,478 shares
    Change vs previous 13F -577 shares

    0.31% of the 13F portfolio, value $699,330.

    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 3,055 shares
    Change vs previous 13F +1,129 shares

    0.44% of the 13F portfolio, value $900,680.

    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 1,926 shares
    Change vs previous 13F +96 shares

    0.27% of the 13F portfolio, value $478,919.

    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 1,830 shares
    Change vs previous 13F -211 shares

    0.23% of the 13F portfolio, value $402,289.

    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 2,041 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $451,224.

    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).