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Disclosery

Values First Advisors, Inc.: AJG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Values First Advisors, Inc. on AJG, newest first. How the timeline and the estimate are built.

Values First Advisors, Inc. held 0 AJG shares at 2026-03-31 per its 13F-HR filed 2026-04-17.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,236 shares

    13F-HR 0001398344-26-006614 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,236 shares
    Change vs previous 13F +154 shares

    0.17% of the 13F portfolio, value $319,772.

    13F-HR 0001398344-26-001629 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 1,082 shares
    Change vs previous 13F -18 shares

    0.18% of the 13F portfolio, value $335,260.

    13F-HR 0001398344-25-019434 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 1,100 shares
    Change vs previous 13F -123 shares

    0.19% of the 13F portfolio, value $352,086.

    13F-HR 0001398344-25-013953 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 1,223 shares
    Change vs previous 13F -122 shares

    0.25% of the 13F portfolio, value $421,413.

    13F-HR 0001398344-25-008076 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 1,345 shares
    Change vs previous 13F -219 shares

    0.21% of the 13F portfolio, value $381,648.

    13F-HR 0001398344-25-001383 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 1,564 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $439,980.

    13F-HR 0001398344-24-019207 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).