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Disclosery

Values First Advisors, Inc.: AXSM position timeline

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

Values First Advisors, Inc. held 3,320 AXSM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 3,320 shares
    Change vs previous 13F -1,267 shares

    0.37% of the 13F portfolio, value $812,631.

    13F-HR/A 0001398344-26-013386 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).

  2. period ended2026-03-31
    13F 4,587 shares
    Change vs previous 13F +185 shares

    0.4% of the 13F portfolio, value $775,367.

    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).

  3. period ended2025-12-31
    13F 4,402 shares
    Change vs previous 13F -480 shares

    0.42% of the 13F portfolio, value $803,949.

    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).

  4. period ended2025-09-30
    13F 4,882 shares
    Change vs previous 13F -227 shares

    0.32% of the 13F portfolio, value $592,911.

    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).

  5. period ended2025-06-30
    13F 5,109 shares
    Change vs previous 13F +345 shares

    0.29% of the 13F portfolio, value $533,316.

    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).

  6. period ended2025-03-31
    13F 4,764 shares
    Change vs previous 13F -306 shares

    0.32% of the 13F portfolio, value $556,839.

    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).

  7. period ended2024-12-31
    13F 5,070 shares
    Change vs previous 13F -1,252 shares

    0.24% of the 13F portfolio, value $429,007.

    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).

  8. period ended2024-09-30
    13F 6,322 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $568,173.

    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).