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Values First Advisors, Inc.: LOPE position timeline

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

Values First Advisors, Inc. held 12,049 LOPE 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 12,049 shares
    Change vs previous 13F +3,146 shares

    0.79% of the 13F portfolio, value $1,724,296.

    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 8,903 shares
    Change vs previous 13F -60 shares

    0.79% of the 13F portfolio, value $1,513,809.

    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 8,963 shares
    Change vs previous 13F -424 shares

    0.77% of the 13F portfolio, value $1,490,705.

    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 9,387 shares
    Change vs previous 13F -95 shares

    1.1% of the 13F portfolio, value $2,060,649.

    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 9,482 shares
    Change vs previous 13F -3,741 shares

    0.98% of the 13F portfolio, value $1,792,035.

    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 13,223 shares
    Change vs previous 13F +40 shares

    1.34% of the 13F portfolio, value $2,290,930.

    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 13,183 shares
    Change vs previous 13F -681 shares

    1.19% of the 13F portfolio, value $2,159,445.

    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 13,864 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,966,581.

    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).