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Values Added Financial LLC: SCHX position timeline

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

Values Added Financial LLC held 155,258 SCHX 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 155,258 shares
    Change vs previous 13F -3,065 shares

    1.65% of the 13F portfolio, value $4,569,243.

    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 158,323 shares
    Change vs previous 13F +605 shares

    1.71% of the 13F portfolio, value $4,059,402.

    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 157,718 shares
    Change vs previous 13F -839 shares

    1.79% of the 13F portfolio, value $4,244,191.

    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 158,557 shares
    Change vs previous 13F -9,613 shares

    1.86% of the 13F portfolio, value $4,176,391.

    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 168,170 shares
    Change vs previous 13F +39,296 shares

    1.99% of the 13F portfolio, value $4,110,075.

    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 128,874 shares
    Change vs previous 13F -928 shares

    1.58% of the 13F portfolio, value $2,845,538.

    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 129,802 shares
    Change vs previous 13F +86,103 shares

    1.74% of the 13F portfolio, value $3,008,810.

    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 43,699 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $2,964,977.

    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).