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Disclosery

Values Added Financial LLC: VOO position timeline

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

Values Added Financial LLC held 4,927 VOO 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 4,927 shares
    Change vs previous 13F +22 shares

    1.22% of the 13F portfolio, value $3,383,913.

    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 4,905 shares
    Change vs previous 13F -11 shares

    1.23% of the 13F portfolio, value $2,931,054.

    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 4,916 shares
    Change vs previous 13F -17 shares

    1.3% of the 13F portfolio, value $3,083,046.

    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 4,933 shares
    Change vs previous 13F -148 shares

    1.34% of the 13F portfolio, value $3,020,944.

    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 5,081 shares
    Change vs previous 13F +250 shares

    1.4% of the 13F portfolio, value $2,886,218.

    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 4,831 shares
    Change vs previous 13F +63 shares

    1.38% of the 13F portfolio, value $2,482,751.

    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 4,768 shares
    Change vs previous 13F 0 shares

    1.49% of the 13F portfolio, value $2,569,046.

    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 4,768 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $2,515,931.

    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).