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Disclosery

Values First Advisors, Inc.: LCUT position timeline

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

Values First Advisors, Inc. held 18,841 LCUT 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 18,841 shares
    Change vs previous 13F -260 shares

    0.07% of the 13F portfolio, value $160,716.

    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 19,101 shares
    Change vs previous 13F +530 shares

    0.06% of the 13F portfolio, value $109,641.

    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 18,571 shares
    Change vs previous 13F -3,735 shares

    0.04% of the 13F portfolio, value $73,356.

    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 22,306 shares
    Change vs previous 13F -224 shares

    0.05% of the 13F portfolio, value $86,326.

    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 22,530 shares
    Change vs previous 13F +686 shares

    0.06% of the 13F portfolio, value $114,901.

    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 21,844 shares
    Change vs previous 13F +310 shares

    0.06% of the 13F portfolio, value $107,691.

    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 21,534 shares
    Change vs previous 13F -288 shares

    0.07% of the 13F portfolio, value $127,264.

    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 21,822 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $142,718.

    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).