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Values Added Financial LLC: SCHE position timeline

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

Values Added Financial LLC held 42,911 SCHE 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 42,911 shares
    Change vs previous 13F +1,409 shares

    0.56% of the 13F portfolio, value $1,555,956.

    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 41,502 shares
    Change vs previous 13F +1,432 shares

    0.58% of the 13F portfolio, value $1,367,498.

    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 40,070 shares
    Change vs previous 13F +90 shares

    0.55% of the 13F portfolio, value $1,312,299.

    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 39,980 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $1,334,117.

    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 39,980 shares
    Change vs previous 13F +13,565 shares

    0.58% of the 13F portfolio, value $1,204,983.

    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 26,415 shares
    Change vs previous 13F +11,922 shares

    0.4% of the 13F portfolio, value $728,256.

    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 14,493 shares
    Change vs previous 13F -41 shares

    0.22% of the 13F portfolio, value $385,943.

    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 14,534 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $424,110.

    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).