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Disclosery

Values Added Financial LLC: XJH position timeline

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

Values Added Financial LLC held 20,190 XJH 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 20,190 shares
    Change vs previous 13F +471 shares

    0.38% of the 13F portfolio, value $1,052,921.

    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 19,719 shares
    Change vs previous 13F +1,191 shares

    0.38% of the 13F portfolio, value $894,662.

    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 18,528 shares
    Change vs previous 13F -5,288 shares

    0.35% of the 13F portfolio, value $827,286.

    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 23,816 shares
    Change vs previous 13F +9,599 shares

    0.46% of the 13F portfolio, value $1,044,318.

    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 14,217 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $590,015.

    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).