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Values First Advisors, Inc.: SHY position timeline

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

Values First Advisors, Inc. held 6,096 SHY 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 6,096 shares
    Change vs previous 13F -83,310 shares

    0.23% of the 13F portfolio, value $500,544.

    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 89,406 shares
    Change vs previous 13F +2,044 shares

    3.85% of the 13F portfolio, value $7,382,217.

    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 87,362 shares
    Change vs previous 13F +4,940 shares

    3.75% of the 13F portfolio, value $7,235,273.

    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 82,422 shares
    Change vs previous 13F +2,634 shares

    3.66% of the 13F portfolio, value $6,837,693.

    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 79,788 shares
    Change vs previous 13F +451 shares

    3.6% of the 13F portfolio, value $6,611,206.

    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 79,337 shares
    Change vs previous 13F -1,462 shares

    3.83% of the 13F portfolio, value $6,563,062.

    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 80,799 shares
    Change vs previous 13F +28,060 shares

    3.65% of the 13F portfolio, value $6,623,973.

    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 52,739 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $4,385,305.

    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).