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Disclosery

Values First Advisors, Inc.: SPGI position timeline

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

Values First Advisors, Inc. held 1,023 SPGI 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 1,023 shares
    Change vs previous 13F -457 shares

    0.19% of the 13F portfolio, value $416,594.

    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 1,480 shares
    Change vs previous 13F -733 shares

    0.33% of the 13F portfolio, value $629,419.

    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 2,213 shares
    Change vs previous 13F +317 shares

    0.6% of the 13F portfolio, value $1,156,438.

    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 1,896 shares
    Change vs previous 13F -27 shares

    0.49% of the 13F portfolio, value $922,867.

    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 1,923 shares
    Change vs previous 13F -21 shares

    0.55% of the 13F portfolio, value $1,014,006.

    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 1,944 shares
    Change vs previous 13F -178 shares

    0.58% of the 13F portfolio, value $986,388.

    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 2,122 shares
    Change vs previous 13F +1,465 shares

    0.58% of the 13F portfolio, value $1,056,686.

    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 657 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $339,255.

    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).