Skip to content
Disclosery

Values Added Financial LLC: SCHH position timeline

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

Values Added Financial LLC held 14,986 SCHH 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 14,986 shares
    Change vs previous 13F +207 shares

    0.13% of the 13F portfolio, value $354,868.

    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 14,779 shares
    Change vs previous 13F +13 shares

    0.13% of the 13F portfolio, value $317,601.

    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 14,766 shares
    Change vs previous 13F -1,457 shares

    0.13% of the 13F portfolio, value $308,462.

    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 16,223 shares
    Change vs previous 13F -11,998 shares

    0.16% of the 13F portfolio, value $349,930.

    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 28,221 shares
    Change vs previous 13F -3,589 shares

    0.29% of the 13F portfolio, value $597,156.

    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 31,810 shares
    Change vs previous 13F -637 shares

    0.38% of the 13F portfolio, value $684,233.

    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 32,447 shares
    Change vs previous 13F -489 shares

    0.4% of the 13F portfolio, value $683,334.

    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 32,936 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $763,127.

    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).