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Disclosery

Values Added Financial LLC: SUSL position timeline

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

Values Added Financial LLC held 14,052 SUSL 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 14,052 shares
    Change vs previous 13F -1,461 shares

    0.67% of the 13F portfolio, value $1,865,544.

    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 15,513 shares
    Change vs previous 13F -3 shares

    0.74% of the 13F portfolio, value $1,762,317.

    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 15,516 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $1,881,568.

    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 15,516 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $1,816,056.

    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 15,516 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $1,681,159.

    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 15,516 shares
    Change vs previous 13F +397 shares

    0.82% of the 13F portfolio, value $1,486,588.

    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 15,119 shares
    Change vs previous 13F +2,745 shares

    0.9% of the 13F portfolio, value $1,557,862.

    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 12,374 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,256,208.

    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).