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Values Added Financial LLC: VEA position timeline

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

Values Added Financial LLC held 181,468 VEA 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 181,468 shares
    Change vs previous 13F -1,212 shares

    4.67% of the 13F portfolio, value $12,929,585.

    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 182,680 shares
    Change vs previous 13F -10,202 shares

    4.93% of the 13F portfolio, value $11,706,125.

    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 192,882 shares
    Change vs previous 13F -896 shares

    5.09% of the 13F portfolio, value $12,049,330.

    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 193,778 shares
    Change vs previous 13F -12,478 shares

    5.16% of the 13F portfolio, value $11,611,155.

    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 206,256 shares
    Change vs previous 13F +873 shares

    5.7% of the 13F portfolio, value $11,758,677.

    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 205,383 shares
    Change vs previous 13F -22,429 shares

    5.79% of the 13F portfolio, value $10,439,638.

    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 227,812 shares
    Change vs previous 13F -10,954 shares

    6.3% of the 13F portfolio, value $10,893,989.

    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 238,766 shares
    Change vs previous 13F not available

    7.95% of the 13F portfolio, value $12,609,253.

    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).