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Disclosery

Values Added Financial LLC: SPSM position timeline

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

Values Added Financial LLC held 27,153 SPSM 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 27,153 shares
    Change vs previous 13F -302 shares

    0.57% of the 13F portfolio, value $1,565,914.

    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 27,455 shares
    Change vs previous 13F +2,864 shares

    0.56% of the 13F portfolio, value $1,326,627.

    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 24,591 shares
    Change vs previous 13F +846 shares

    0.49% of the 13F portfolio, value $1,152,336.

    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 23,745 shares
    Change vs previous 13F -1,893 shares

    0.49% of the 13F portfolio, value $1,099,868.

    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 25,638 shares
    Change vs previous 13F +2,008 shares

    0.53% of the 13F portfolio, value $1,092,179.

    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 23,630 shares
    Change vs previous 13F +932 shares

    0.53% of the 13F portfolio, value $963,159.

    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 22,698 shares
    Change vs previous 13F +3,979 shares

    0.59% of the 13F portfolio, value $1,019,594.

    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 18,719 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $851,902.

    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).