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Values First Advisors, Inc.: CSV position timeline

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

Values First Advisors, Inc. held 14,132 CSV 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 14,132 shares
    Change vs previous 13F -266 shares

    0.25% of the 13F portfolio, value $541,815.

    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 14,398 shares
    Change vs previous 13F +140 shares

    0.34% of the 13F portfolio, value $657,393.

    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 14,258 shares
    Change vs previous 13F -2,961 shares

    0.31% of the 13F portfolio, value $603,122.

    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 17,219 shares
    Change vs previous 13F -287 shares

    0.41% of the 13F portfolio, value $766,952.

    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 17,506 shares
    Change vs previous 13F +81 shares

    0.44% of the 13F portfolio, value $800,733.

    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 17,425 shares
    Change vs previous 13F -73 shares

    0.39% of the 13F portfolio, value $675,333.

    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 17,498 shares
    Change vs previous 13F +270 shares

    0.38% of the 13F portfolio, value $697,292.

    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 17,228 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $565,597.

    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).