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Values First Advisors, Inc.: BILS position timeline

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

Values First Advisors, Inc. held 18,807 BILS 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 18,807 shares
    Change vs previous 13F +1,939 shares

    0.85% of the 13F portfolio, value $1,869,020.

    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 16,868 shares
    Change vs previous 13F +1,134 shares

    0.87% of the 13F portfolio, value $1,677,325.

    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 15,734 shares
    Change vs previous 13F +1,675 shares

    0.81% of the 13F portfolio, value $1,561,107.

    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 14,059 shares
    Change vs previous 13F +294 shares

    0.75% of the 13F portfolio, value $1,399,219.

    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 13,765 shares
    Change vs previous 13F -1,007 shares

    0.75% of the 13F portfolio, value $1,368,702.

    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 14,772 shares
    Change vs previous 13F +420 shares

    0.86% of the 13F portfolio, value $1,469,707.

    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 14,352 shares
    Change vs previous 13F +4,720 shares

    0.78% of the 13F portfolio, value $1,422,942.

    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 9,632 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $959,114.

    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).