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Disclosery

Values First Advisors, Inc.: EXEL position timeline

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

Values First Advisors, Inc. held 14,397 EXEL 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 14,397 shares
    Change vs previous 13F -357 shares

    0.36% of the 13F portfolio, value $783,348.

    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 14,754 shares
    Change vs previous 13F +81 shares

    0.33% of the 13F portfolio, value $632,792.

    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 14,673 shares
    Change vs previous 13F -3,037 shares

    0.33% of the 13F portfolio, value $643,121.

    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 17,710 shares
    Change vs previous 13F -339 shares

    0.39% of the 13F portfolio, value $731,419.

    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 18,049 shares
    Change vs previous 13F +36 shares

    0.43% of the 13F portfolio, value $795,525.

    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 18,013 shares
    Change vs previous 13F -122 shares

    0.39% of the 13F portfolio, value $664,581.

    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 18,135 shares
    Change vs previous 13F +243 shares

    0.33% of the 13F portfolio, value $603,901.

    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 17,892 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $464,302.

    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).