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Values Added Financial LLC: VEU position timeline

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

Values Added Financial LLC held 52,632 VEU 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 52,632 shares
    Change vs previous 13F 0 shares

    1.59% of the 13F portfolio, value $4,407,930.

    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 52,632 shares
    Change vs previous 13F 0 shares

    1.66% of the 13F portfolio, value $3,952,663.

    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 52,632 shares
    Change vs previous 13F -68 shares

    1.63% of the 13F portfolio, value $3,871,610.

    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 52,700 shares
    Change vs previous 13F +154 shares

    1.67% of the 13F portfolio, value $3,761,199.

    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 52,546 shares
    Change vs previous 13F 0 shares

    1.71% of the 13F portfolio, value $3,532,142.

    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 52,546 shares
    Change vs previous 13F 0 shares

    1.77% of the 13F portfolio, value $3,187,440.

    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 52,546 shares
    Change vs previous 13F 0 shares

    1.75% of the 13F portfolio, value $3,016,666.

    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 52,546 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $3,310,398.

    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).