Values Added Financial LLC

Business address
1323 Shepherd St Nw, Washington, DC, 20011
Top securities (13F)
SPDW, IAGG, BND, VEA, SPEM, AAPL, SPLG, SPAB, VOTE, DMXF, SPTM, SCHA, VTI, SCHX, MSFT, VWO, VEU, VXF, EMXF, and VTEB
State of incorporation
DC
Fiscal year end
31 December
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Values Added Financial LLC has filed 12 SEC EDGAR filings since 24 Jul 2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 31 Oct 2025 30 Sep 2025 028-23307
13F-HR Open Document Open Filing 23 Jul 2025 30 Jun 2025 028-23307
N-PX Open Document Open Filing 15 Jul 2025 30 Jun 2025 028-23307
13F-HR Open Document Open Filing 29 Apr 2025 31 Mar 2025 028-23307
13F-HR Open Document Open Filing 30 Jan 2025 31 Dec 2024 028-23307
13F-HR Open Document Open Filing 28 Oct 2024 30 Sep 2024 028-23307
N-PX Open Document Open Filing 21 Aug 2024 30 Jun 2024 028-23307
13F-HR Open Document Open Filing 30 Jul 2024 30 Jun 2024 028-23307
13F-HR Open Document Open Filing 25 Apr 2024 31 Mar 2024 028-23307
13F-HR Open Document Open Filing 18 Jan 2024 31 Dec 2023 028-23307
13F-HR Open Document Open Filing 19 Oct 2023 30 Sep 2023 028-23307
13F-HR Open Document Open Filing 24 Jul 2023 30 Jun 2023 028-23307