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Values Added Financial LLC: SCHB position timeline

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

Values Added Financial LLC held 101,403 SCHB 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 101,403 shares
    Change vs previous 13F +4 shares

    1.06% of the 13F portfolio, value $2,936,645.

    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 101,399 shares
    Change vs previous 13F +5 shares

    1.07% of the 13F portfolio, value $2,545,115.

    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 101,394 shares
    Change vs previous 13F -407 shares

    1.12% of the 13F portfolio, value $2,659,571.

    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 101,801 shares
    Change vs previous 13F -204 shares

    1.16% of the 13F portfolio, value $2,617,303.

    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 102,005 shares
    Change vs previous 13F -1,138 shares

    1.18% of the 13F portfolio, value $2,430,782.

    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 103,143 shares
    Change vs previous 13F -2,606 shares

    1.23% of the 13F portfolio, value $2,220,672.

    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 105,749 shares
    Change vs previous 13F +70,049 shares

    1.39% of the 13F portfolio, value $2,400,503.

    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 35,700 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $2,374,774.

    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).