Position in EW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$873,300
+$104,693 QoQ
Shares Held
9,654
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#620
of 1,315 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Values Added Financial LLC holds $1,767,201 across 3 Medical Devices names. EW ranks #1 (49.4% of the industry book) .
All Filings in EW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $873,300 | 9,654 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $768,607 | 9,598 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $800,838 | 9,394 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $727,305 | 9,352 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $735,799 | 9,408 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $685,153 | 9,453 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $693,068 | 9,362 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $616,742 | 9,346 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $861,165 | 9,323 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $888,899 | 9,302 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $709,277 | 9,302 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $645,551 | 9,318 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $877,269 | 9,300 | Shares | Sole | 2023-07-24 | |
| No filing history on record for this holder in this stock. | ||||||