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Values First Advisors, Inc.: IEF position timeline

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

Values First Advisors, Inc. held 60,525 IEF 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 60,525 shares
    Change vs previous 13F +3,678 shares

    2.61% of the 13F portfolio, value $5,723,872.

    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 56,847 shares
    Change vs previous 13F +1,348 shares

    2.83% of the 13F portfolio, value $5,425,453.

    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 55,499 shares
    Change vs previous 13F +2,400 shares

    2.77% of the 13F portfolio, value $5,336,755.

    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 53,099 shares
    Change vs previous 13F +1,155 shares

    2.74% of the 13F portfolio, value $5,121,914.

    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 51,944 shares
    Change vs previous 13F -852 shares

    2.71% of the 13F portfolio, value $4,974,686.

    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 52,796 shares
    Change vs previous 13F +1,767 shares

    2.94% of the 13F portfolio, value $5,033,296.

    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 51,029 shares
    Change vs previous 13F +17,806 shares

    2.6% of the 13F portfolio, value $4,717,633.

    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 33,223 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $3,259,831.

    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).