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Disclosery

Values First Advisors, Inc.: DG position timeline

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

Values First Advisors, Inc. held 5,216 DG 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 5,216 shares
    Change vs previous 13F -87 shares

    0.27% of the 13F portfolio, value $600,376.

    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 5,303 shares
    Change vs previous 13F +58 shares

    0.33% of the 13F portfolio, value $629,668.

    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 5,245 shares
    Change vs previous 13F -1,059 shares

    0.36% of the 13F portfolio, value $696,381.

    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 6,304 shares
    Change vs previous 13F -86 shares

    0.35% of the 13F portfolio, value $651,552.

    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 6,390 shares
    Change vs previous 13F +56 shares

    0.4% of the 13F portfolio, value $730,854.

    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 6,334 shares
    Change vs previous 13F -2 shares

    0.32% of the 13F portfolio, value $555,569.

    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 6,336 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $480,385.

    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).