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Disclosery

Values Added Financial LLC: SPDW position timeline

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

Values Added Financial LLC held 461,569 SPDW 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 461,569 shares
    Change vs previous 13F +33,100 shares

    8.4% of the 13F portfolio, value $23,258,454.

    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 428,469 shares
    Change vs previous 13F +29,899 shares

    8.23% of the 13F portfolio, value $19,559,609.

    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 398,570 shares
    Change vs previous 13F +3,692 shares

    7.47% of the 13F portfolio, value $17,700,493.

    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 394,878 shares
    Change vs previous 13F +22,275 shares

    7.51% of the 13F portfolio, value $16,896,827.

    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 372,603 shares
    Change vs previous 13F +55,911 shares

    7.31% of the 13F portfolio, value $15,086,693.

    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 316,692 shares
    Change vs previous 13F +19,764 shares

    6.39% of the 13F portfolio, value $11,530,745.

    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 296,928 shares
    Change vs previous 13F -5,334 shares

    5.86% of the 13F portfolio, value $10,134,142.

    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 302,262 shares
    Change vs previous 13F not available

    7.16% of the 13F portfolio, value $11,352,950.

    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).