Values First Advisors, Inc.: DTM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Values First Advisors, Inc. on DTM, newest first. How the timeline and the estimate are built.
Values First Advisors, Inc. held 2,191 DTM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F/A 2,191 sharesChange vs previous 13F +153 shares
0.15% of the 13F portfolio, value $321,522.
13F-HR/A 0001398344-26-013386 filed by Values First Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,038 sharesChange vs previous 13F +338 shares
0.14% of the 13F portfolio, value $274,509.
13F-HR 0001398344-26-006614 filed by Values First Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,700 sharesChange vs previous 13F +1,700 shares
0.11% of the 13F portfolio, value $203,460.
13F-HR 0001398344-26-001629 filed by Values First Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -1,061 shares
13F-HR 0001398344-25-008076 filed by Values First Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 1,061 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $105,520.
13F-HR 0001398344-25-001383 filed by Values First Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).