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Disclosery

Values First Advisors, Inc.: FTDR position timeline

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

Values First Advisors, Inc. held 6,304 FTDR 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 6,304 shares
    Change vs previous 13F +173 shares

    0.22% of the 13F portfolio, value $489,150.

    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 6,131 shares
    Change vs previous 13F +143 shares

    0.17% of the 13F portfolio, value $324,089.

    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 5,988 shares
    Change vs previous 13F -257 shares

    0.18% of the 13F portfolio, value $345,470.

    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 6,245 shares
    Change vs previous 13F -304 shares

    0.22% of the 13F portfolio, value $420,254.

    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 6,549 shares
    Change vs previous 13F -96 shares

    0.21% of the 13F portfolio, value $386,027.

    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 6,645 shares
    Change vs previous 13F +1,201 shares

    0.15% of the 13F portfolio, value $254,994.

    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 5,444 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $297,646.

    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).