Skip to content
Disclosery

Values Added Financial LLC: SDY position timeline

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

Values Added Financial LLC held 3,252 SDY 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 3,252 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $494,889.

    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 3,252 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $474,597.

    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 3,252 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $452,548.

    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 3,252 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $455,443.

    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 3,252 shares
    Change vs previous 13F -60 shares

    0.21% of the 13F portfolio, value $441,394.

    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 3,312 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $449,372.

    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 3,312 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $437,515.

    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).