Values Added Financial LLC
Position in HASI — HA Sustainable Infrastructure Capital, Inc.
CIK 1973921
WASHINGTON, DC
Position in HASI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$554,705
+$32,672 QoQ
Shares Held
14,205
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#218
of 405 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HASI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Values Added Financial LLC holds $1,648,759 across 5 Asset Management names. HASI ranks #1 (33.6% of the industry book) .
All Filings in HASI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $554,705 | 14,205 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $522,033 | 14,205 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $446,463 | 14,205 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $436,093 | 14,205 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $392,720 | 14,621 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $414,681 | 14,182 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $490,398 | 18,278 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $326,396 | 9,469 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||