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Disclosery

Values Added Financial LLC: VXF position timeline

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

Values Added Financial LLC held 16,363 VXF 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 16,363 shares
    Change vs previous 13F -62 shares

    1.46% of the 13F portfolio, value $4,028,734.

    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 16,425 shares
    Change vs previous 13F -38 shares

    1.42% of the 13F portfolio, value $3,380,265.

    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 16,463 shares
    Change vs previous 13F -173 shares

    1.45% of the 13F portfolio, value $3,442,743.

    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 16,636 shares
    Change vs previous 13F -2 shares

    1.55% of the 13F portfolio, value $3,482,580.

    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 16,638 shares
    Change vs previous 13F -412 shares

    1.55% of the 13F portfolio, value $3,206,309.

    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 17,050 shares
    Change vs previous 13F -255 shares

    1.63% of the 13F portfolio, value $2,937,033.

    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 17,305 shares
    Change vs previous 13F -758 shares

    1.9% of the 13F portfolio, value $3,287,604.

    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 18,063 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $3,287,285.

    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).