Values Added Financial LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 28, 2024
Value $
$159M
Signature - Title
Ariel Weisbard - Managing Partner
Location
Washington, DC
Summary
This page shows a list of all the recent 13F filings made by Values Added Financial LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Values Added Financial LLC reported 105 stock holdings with total value $159M as of Q3 2024. Top holdings included VEA, SPDW, BND, SPEM, and VTEB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 105 $159M +$14.5M -$2.33M +$12.2M VEA, SPDW, BND, SPEM, VTEB 13F-HR 10/28/2024, 03:20 PM
Q2 2024 91 $139M +$10.3M -$1.55M +$8.78M VEA, SPDW, BND, SPEM, VOTE 13F-HR 7/30/2024, 05:20 PM
Q1 2024 84 $128M +$4.12M -$4.43M -$313K VEA, SPDW, BND, VOTE, SPAB 13F-HR 4/25/2024, 02:58 PM
Q4 2023 82 $122M +$13M -$11M +$2.02M VEA, SPDW, BND, SPAB, AAPL 13F-HR 1/18/2024, 09:53 AM
Q3 2023 80 $110M +$10.2M -$2.47M +$7.75M SPDW, VEA, BND, AAPL, VOTE 13F-HR 10/19/2023, 11:59 AM
Q2 2023 79 $107M $0 $0 SPDW, VEA, SPAB, AAPL, VOTE 13F-HR 7/24/2023, 01:45 PM