Skip to content
Disclosery

Values First Advisors, Inc.: ESUM position timeline

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

Values First Advisors, Inc. held 39,633 ESUM 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 39,633 shares
    Change vs previous 13F +9,262 shares

    0.55% of the 13F portfolio, value $1,214,179.

    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 30,371 shares
    Change vs previous 13F -4,228 shares

    0.41% of the 13F portfolio, value $795,123.

    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 34,599 shares
    Change vs previous 13F +15,912 shares

    0.48% of the 13F portfolio, value $931,735.

    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 18,687 shares
    Change vs previous 13F +5,671 shares

    0.27% of the 13F portfolio, value $507,933.

    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 13,016 shares
    Change vs previous 13F +3,233 shares

    0.18% of the 13F portfolio, value $338,286.

    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 9,783 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $230,959.

    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).