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Disclosery

Values Added Financial LLC: USXF position timeline

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

Values Added Financial LLC held 37,216 USXF 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 37,216 shares
    Change vs previous 13F +2,319 shares

    0.93% of the 13F portfolio, value $2,584,673.

    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 34,897 shares
    Change vs previous 13F +7,293 shares

    0.81% of the 13F portfolio, value $1,926,332.

    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 27,604 shares
    Change vs previous 13F +4,174 shares

    0.67% of the 13F portfolio, value $1,589,456.

    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 23,430 shares
    Change vs previous 13F +8,701 shares

    0.6% of the 13F portfolio, value $1,342,782.

    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 14,729 shares
    Change vs previous 13F +3,953 shares

    0.39% of the 13F portfolio, value $794,315.

    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 10,776 shares
    Change vs previous 13F +4,936 shares

    0.28% of the 13F portfolio, value $502,916.

    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 5,840 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $290,365.

    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).