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Values Added Financial LLC: IVV position timeline

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

Values Added Financial LLC held 3,271 IVV 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 3,271 shares
    Change vs previous 13F -1 shares

    0.88% of the 13F portfolio, value $2,449,619.

    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 3,272 shares
    Change vs previous 13F 0 shares

    0.9% of the 13F portfolio, value $2,137,303.

    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 3,272 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $2,241,124.

    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 3,272 shares
    Change vs previous 13F -17 shares

    0.97% of the 13F portfolio, value $2,189,950.

    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 3,289 shares
    Change vs previous 13F +68 shares

    0.99% of the 13F portfolio, value $2,042,140.

    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 3,221 shares
    Change vs previous 13F 0 shares

    1% of the 13F portfolio, value $1,809,880.

    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 3,221 shares
    Change vs previous 13F +12 shares

    1.1% of the 13F portfolio, value $1,896,138.

    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 3,209 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $1,851,015.

    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).