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Disclosery

Values First Advisors, Inc.: SNV position timeline

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

Values First Advisors, Inc. held 0 SNV shares at 2025-03-31 per its 13F-HR filed 2025-04-30.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -48,846 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 48,846 shares
    Change vs previous 13F -3,344 shares

    1.38% of the 13F portfolio, value $2,502,395.

    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).

  3. period ended2024-09-30
    13F 52,190 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $2,320,874.

    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).