Skip to content
Disclosery

Values Added Financial LLC: TMO position timeline

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

Values Added Financial LLC held 888 TMO 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 888 shares
    Change vs previous 13F -8 shares

    0.16% of the 13F portfolio, value $445,208.

    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 896 shares
    Change vs previous 13F -11 shares

    0.19% of the 13F portfolio, value $440,411.

    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 907 shares
    Change vs previous 13F +3 shares

    0.22% of the 13F portfolio, value $525,561.

    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 904 shares
    Change vs previous 13F +57 shares

    0.19% of the 13F portfolio, value $438,458.

    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 847 shares
    Change vs previous 13F -17 shares

    0.17% of the 13F portfolio, value $343,425.

    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 864 shares
    Change vs previous 13F -113 shares

    0.24% of the 13F portfolio, value $429,926.

    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 977 shares
    Change vs previous 13F -25 shares

    0.29% of the 13F portfolio, value $508,265.

    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 1,002 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $619,807.

    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).