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Disclosery

Values Added Financial LLC: SCHA position timeline

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

Values Added Financial LLC held 171,198 SCHA 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 171,198 shares
    Change vs previous 13F +2,869 shares

    2.23% of the 13F portfolio, value $6,185,393.

    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 168,329 shares
    Change vs previous 13F -375 shares

    2.06% of the 13F portfolio, value $4,895,021.

    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 168,704 shares
    Change vs previous 13F -1,275 shares

    2.03% of the 13F portfolio, value $4,804,704.

    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 169,979 shares
    Change vs previous 13F +9,945 shares

    2.11% of the 13F portfolio, value $4,742,426.

    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 160,034 shares
    Change vs previous 13F +35,091 shares

    1.96% of the 13F portfolio, value $4,048,860.

    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 124,943 shares
    Change vs previous 13F -7,351 shares

    1.62% of the 13F portfolio, value $2,927,414.

    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 132,294 shares
    Change vs previous 13F +69,998 shares

    1.98% of the 13F portfolio, value $3,421,123.

    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 62,296 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $3,208,244.

    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).