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Disclosery

Values Added Financial LLC: VOTE position timeline

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

Values Added Financial LLC held 85,748 VOTE 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 85,748 shares
    Change vs previous 13F +1,954 shares

    2.73% of the 13F portfolio, value $7,560,271.

    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 83,794 shares
    Change vs previous 13F -2,826 shares

    2.69% of the 13F portfolio, value $6,393,451.

    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 86,620 shares
    Change vs previous 13F -827 shares

    2.93% of the 13F portfolio, value $6,948,883.

    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 87,447 shares
    Change vs previous 13F -11,928 shares

    3.05% of the 13F portfolio, value $6,862,841.

    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 99,375 shares
    Change vs previous 13F +882 shares

    3.5% of the 13F portfolio, value $7,228,538.

    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 98,493 shares
    Change vs previous 13F +668 shares

    3.57% of the 13F portfolio, value $6,440,457.

    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 97,825 shares
    Change vs previous 13F +2,255 shares

    3.89% of the 13F portfolio, value $6,728,893.

    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 95,570 shares
    Change vs previous 13F not available

    4.04% of the 13F portfolio, value $6,407,013.

    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).