Values First Advisors, Inc.: INSM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Values First Advisors, Inc. on INSM, newest first. How the timeline and the estimate are built.
Values First Advisors, Inc. held 2,352 INSM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F/A 2,352 sharesChange vs previous 13F +149 shares
0.11% of the 13F portfolio, value $250,734.
13F-HR/A 0001398344-26-013386 filed by Values First Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,203 sharesChange vs previous 13F +146 shares
0.19% of the 13F portfolio, value $360,302.
13F-HR 0001398344-26-006614 filed by Values First Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,057 sharesChange vs previous 13F -3,409 shares
0.19% of the 13F portfolio, value $358,068.
13F-HR 0001398344-26-001629 filed by Values First Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,466 sharesChange vs previous 13F -245 shares
0.42% of the 13F portfolio, value $787,188.
13F-HR 0001398344-25-019434 filed by Values First Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,711 sharesChange vs previous 13F +474 shares
0.31% of the 13F portfolio, value $574,789.
13F-HR 0001398344-25-013953 filed by Values First Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,237 sharesChange vs previous 13F +38 shares
0.23% of the 13F portfolio, value $400,751.
13F-HR 0001398344-25-008076 filed by Values First Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,199 sharesChange vs previous 13F +221 shares
0.2% of the 13F portfolio, value $358,942.
13F-HR 0001398344-25-001383 filed by Values First Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,978 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $363,360.
13F-HR 0001398344-24-019207 filed by Values First Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).