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Values Added Financial LLC: IEMG position timeline

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

Values Added Financial LLC held 15,666 IEMG 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 15,666 shares
    Change vs previous 13F -493 shares

    0.47% of the 13F portfolio, value $1,297,771.

    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 16,159 shares
    Change vs previous 13F -1,463 shares

    0.47% of the 13F portfolio, value $1,127,090.

    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 17,622 shares
    Change vs previous 13F -543 shares

    0.5% of the 13F portfolio, value $1,184,551.

    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 18,165 shares
    Change vs previous 13F -470 shares

    0.53% of the 13F portfolio, value $1,197,437.

    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 18,635 shares
    Change vs previous 13F -159 shares

    0.54% of the 13F portfolio, value $1,118,659.

    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 18,794 shares
    Change vs previous 13F -434 shares

    0.56% of the 13F portfolio, value $1,014,312.

    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 19,228 shares
    Change vs previous 13F +57 shares

    0.58% of the 13F portfolio, value $1,004,086.

    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 19,171 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,100,607.

    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).