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Values First Advisors, Inc.: IEI position timeline

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

Values First Advisors, Inc. held 49,287 IEI 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 49,287 shares
    Change vs previous 13F +3,087 shares

    2.64% of the 13F portfolio, value $5,788,740.

    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 46,200 shares
    Change vs previous 13F +1,068 shares

    2.86% of the 13F portfolio, value $5,479,306.

    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 45,132 shares
    Change vs previous 13F +1,911 shares

    2.79% of the 13F portfolio, value $5,386,424.

    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 43,221 shares
    Change vs previous 13F +1,201 shares

    2.76% of the 13F portfolio, value $5,165,275.

    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 42,020 shares
    Change vs previous 13F -675 shares

    2.73% of the 13F portfolio, value $5,004,171.

    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 42,695 shares
    Change vs previous 13F +303 shares

    2.94% of the 13F portfolio, value $5,043,145.

    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 42,392 shares
    Change vs previous 13F +14,994 shares

    2.7% of the 13F portfolio, value $4,898,393.

    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 27,398 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $3,276,955.

    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).