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Disclosery

Values Added Financial LLC: V position timeline

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

Values Added Financial LLC held 3,097 V 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 3,097 shares
    Change vs previous 13F +361 shares

    0.38% of the 13F portfolio, value $1,062,550.

    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 2,736 shares
    Change vs previous 13F -288 shares

    0.35% of the 13F portfolio, value $826,929.

    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 3,024 shares
    Change vs previous 13F +33 shares

    0.45% of the 13F portfolio, value $1,060,547.

    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 2,991 shares
    Change vs previous 13F +72 shares

    0.45% of the 13F portfolio, value $1,021,068.

    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 2,919 shares
    Change vs previous 13F +461 shares

    0.5% of the 13F portfolio, value $1,036,391.

    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 2,458 shares
    Change vs previous 13F +116 shares

    0.48% of the 13F portfolio, value $861,431.

    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 2,342 shares
    Change vs previous 13F -88 shares

    0.43% of the 13F portfolio, value $740,166.

    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 2,430 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $668,129.

    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).