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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

  1. period ended2026-06-30
    13F/A 2,352 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,203 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,057 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,466 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,711 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,237 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,199 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,978 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).