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Values First Advisors, Inc.: SGOV position timeline

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

Values First Advisors, Inc. held 35,077 SGOV 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 35,077 shares
    Change vs previous 13F +998 shares

    1.61% of the 13F portfolio, value $3,531,167.

    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 34,079 shares
    Change vs previous 13F +724 shares

    1.79% of the 13F portfolio, value $3,430,409.

    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 33,355 shares
    Change vs previous 13F +1,609 shares

    1.74% of the 13F portfolio, value $3,348,209.

    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 31,746 shares
    Change vs previous 13F +19,213 shares

    1.71% of the 13F portfolio, value $3,196,826.

    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 12,533 shares
    Change vs previous 13F -208 shares

    0.69% of the 13F portfolio, value $1,261,918.

    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 12,741 shares
    Change vs previous 13F +13 shares

    0.75% of the 13F portfolio, value $1,282,619.

    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 12,728 shares
    Change vs previous 13F -2,635 shares

    0.7% of the 13F portfolio, value $1,276,902.

    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 15,363 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,547,362.

    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).