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Values First Advisors, Inc.: BMI position timeline

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

Values First Advisors, Inc. held 16,120 BMI 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 16,120 shares
    Change vs previous 13F +8,904 shares

    1.09% of the 13F portfolio, value $2,391,923.

    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 7,216 shares
    Change vs previous 13F +91 shares

    0.57% of the 13F portfolio, value $1,099,305.

    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 7,125 shares
    Change vs previous 13F -438 shares

    0.64% of the 13F portfolio, value $1,242,547.

    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 7,563 shares
    Change vs previous 13F -116 shares

    0.72% of the 13F portfolio, value $1,350,685.

    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 7,679 shares
    Change vs previous 13F -1,060 shares

    1.02% of the 13F portfolio, value $1,881,158.

    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 8,739 shares
    Change vs previous 13F +53 shares

    0.97% of the 13F portfolio, value $1,662,543.

    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 8,686 shares
    Change vs previous 13F -335 shares

    1.01% of the 13F portfolio, value $1,842,417.

    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 9,021 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,970,385.

    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).