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Disclosery

Values First Advisors, Inc.: COLD position timeline

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

Values First Advisors, Inc. held 57,978 COLD 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 57,978 shares
    Change vs previous 13F +36,105 shares

    0.42% of the 13F portfolio, value $911,417.

    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 21,873 shares
    Change vs previous 13F +1,581 shares

    0.13% of the 13F portfolio, value $250,668.

    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 20,292 shares
    Change vs previous 13F +639 shares

    0.14% of the 13F portfolio, value $260,951.

    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 19,653 shares
    Change vs previous 13F +304 shares

    0.13% of the 13F portfolio, value $240,558.

    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 19,349 shares
    Change vs previous 13F -160 shares

    0.18% of the 13F portfolio, value $321,777.

    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 19,509 shares
    Change vs previous 13F +1,100 shares

    0.24% of the 13F portfolio, value $419,679.

    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 18,409 shares
    Change vs previous 13F -343 shares

    0.22% of the 13F portfolio, value $393,946.

    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 18,752 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $530,112.

    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).