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Disclosery

Values Added Financial LLC: SPTM position timeline

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

Values Added Financial LLC held 67,978 SPTM 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 67,978 shares
    Change vs previous 13F -634 shares

    2.23% of the 13F portfolio, value $6,171,699.

    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 68,612 shares
    Change vs previous 13F -361 shares

    2.28% of the 13F portfolio, value $5,424,444.

    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 68,973 shares
    Change vs previous 13F -262 shares

    2.4% of the 13F portfolio, value $5,690,251.

    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 69,235 shares
    Change vs previous 13F -758 shares

    2.48% of the 13F portfolio, value $5,583,782.

    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 69,993 shares
    Change vs previous 13F -535 shares

    2.54% of the 13F portfolio, value $5,241,756.

    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 70,528 shares
    Change vs previous 13F -2,649 shares

    2.66% of the 13F portfolio, value $4,796,591.

    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 73,177 shares
    Change vs previous 13F -2,300 shares

    3.02% of the 13F portfolio, value $5,227,014.

    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 75,477 shares
    Change vs previous 13F not available

    3.33% of the 13F portfolio, value $5,287,900.

    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).