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Values Added Financial LLC: MSFT position timeline

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

Values Added Financial LLC held 14,431 MSFT 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 14,431 shares
    Change vs previous 13F +5,583 shares

    1.94% of the 13F portfolio, value $5,383,167.

    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 8,848 shares
    Change vs previous 13F +214 shares

    1.38% of the 13F portfolio, value $3,275,088.

    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 8,634 shares
    Change vs previous 13F +637 shares

    1.76% of the 13F portfolio, value $4,175,811.

    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 7,997 shares
    Change vs previous 13F +168 shares

    1.84% of the 13F portfolio, value $4,142,283.

    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 7,829 shares
    Change vs previous 13F +1,369 shares

    1.89% of the 13F portfolio, value $3,894,420.

    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 6,460 shares
    Change vs previous 13F -448 shares

    1.34% of the 13F portfolio, value $2,425,145.

    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 6,908 shares
    Change vs previous 13F +400 shares

    1.68% of the 13F portfolio, value $2,911,770.

    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 6,508 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $2,800,429.

    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).