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Values First Advisors, Inc.: NEAR position timeline

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

Values First Advisors, Inc. held 9,156 NEAR 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 9,156 shares
    Change vs previous 13F -82,577 shares

    0.21% of the 13F portfolio, value $463,858.

    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 91,733 shares
    Change vs previous 13F +1,976 shares

    2.43% of the 13F portfolio, value $4,663,250.

    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 89,757 shares
    Change vs previous 13F +5,273 shares

    2.38% of the 13F portfolio, value $4,586,596.

    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 84,484 shares
    Change vs previous 13F +2,216 shares

    2.32% of the 13F portfolio, value $4,332,427.

    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 82,268 shares
    Change vs previous 13F -1,084 shares

    2.29% of the 13F portfolio, value $4,203,910.

    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 83,352 shares
    Change vs previous 13F +52 shares

    2.47% of the 13F portfolio, value $4,240,019.

    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 83,300 shares
    Change vs previous 13F +28,601 shares

    2.32% of the 13F portfolio, value $4,206,685.

    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 54,699 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $2,802,795.

    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).