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Disclosery

Values Added Financial LLC: VV position timeline

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

Values Added Financial LLC held 2,801 VV 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 2,801 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $963,292.

    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 2,801 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $837,079.

    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 2,801 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $881,755.

    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 2,801 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $862,316.

    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 2,801 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $799,125.

    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 2,801 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $719,941.

    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 2,801 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $755,430.

    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 2,801 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $737,475.

    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).