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Disclosery

Values Added Financial LLC: NULC position timeline

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

Values Added Financial LLC held 13,144 NULC 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 13,144 shares
    Change vs previous 13F -449 shares

    0.26% of the 13F portfolio, value $711,615.

    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 13,593 shares
    Change vs previous 13F +1,234 shares

    0.26% of the 13F portfolio, value $629,111.

    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 12,359 shares
    Change vs previous 13F -447 shares

    0.25% of the 13F portfolio, value $591,378.

    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 12,806 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $666,936.

    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 12,806 shares
    Change vs previous 13F +3,881 shares

    0.3% of the 13F portfolio, value $627,639.

    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 8,925 shares
    Change vs previous 13F +1,376 shares

    0.22% of the 13F portfolio, value $391,183.

    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 7,549 shares
    Change vs previous 13F +394 shares

    0.2% of the 13F portfolio, value $342,894.

    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 7,155 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $331,237.

    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).