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Values First Advisors, Inc.: ISTB position timeline

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

Values First Advisors, Inc. held 144,740 ISTB 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 144,740 shares
    Change vs previous 13F +4,470 shares

    3.19% of the 13F portfolio, value $6,983,726.

    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 140,270 shares
    Change vs previous 13F +3,140 shares

    3.54% of the 13F portfolio, value $6,797,496.

    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 137,130 shares
    Change vs previous 13F +6,616 shares

    3.47% of the 13F portfolio, value $6,685,093.

    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 130,514 shares
    Change vs previous 13F +2,749 shares

    3.41% of the 13F portfolio, value $6,374,296.

    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 127,765 shares
    Change vs previous 13F -1,637 shares

    3.39% of the 13F portfolio, value $6,215,779.

    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 129,402 shares
    Change vs previous 13F +128 shares

    3.65% of the 13F portfolio, value $6,256,122.

    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 129,274 shares
    Change vs previous 13F -27,076 shares

    3.4% of the 13F portfolio, value $6,175,436.

    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 156,350 shares
    Change vs previous 13F not available

    4.13% of the 13F portfolio, value $7,611,139.

    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).