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Disclosery

Values Added Financial LLC: VTEB position timeline

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

Values Added Financial LLC held 91,288 VTEB 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 91,288 shares
    Change vs previous 13F +573 shares

    1.67% of the 13F portfolio, value $4,617,347.

    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 90,715 shares
    Change vs previous 13F +25,084 shares

    1.9% of the 13F portfolio, value $4,525,771.

    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 65,631 shares
    Change vs previous 13F -1,097 shares

    1.39% of the 13F portfolio, value $3,300,583.

    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 66,728 shares
    Change vs previous 13F +3,025 shares

    1.49% of the 13F portfolio, value $3,341,071.

    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 63,703 shares
    Change vs previous 13F -43,734 shares

    1.51% of the 13F portfolio, value $3,123,358.

    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 107,437 shares
    Change vs previous 13F -11,279 shares

    2.96% of the 13F portfolio, value $5,331,024.

    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 118,716 shares
    Change vs previous 13F -9,856 shares

    3.44% of the 13F portfolio, value $5,951,233.

    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 128,572 shares
    Change vs previous 13F not available

    4.14% of the 13F portfolio, value $6,572,601.

    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).