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Values First Advisors, Inc.: SRCE position timeline

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

Values First Advisors, Inc. held 27,188 SRCE 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 27,188 shares
    Change vs previous 13F -756 shares

    1.01% of the 13F portfolio, value $2,218,005.

    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 27,944 shares
    Change vs previous 13F -58 shares

    1.01% of the 13F portfolio, value $1,934,021.

    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 28,002 shares
    Change vs previous 13F -1,098 shares

    0.91% of the 13F portfolio, value $1,749,797.

    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 29,100 shares
    Change vs previous 13F -127 shares

    0.96% of the 13F portfolio, value $1,791,364.

    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 29,227 shares
    Change vs previous 13F -6,911 shares

    0.99% of the 13F portfolio, value $1,814,089.

    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 36,138 shares
    Change vs previous 13F +323 shares

    1.26% of the 13F portfolio, value $2,163,335.

    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 35,815 shares
    Change vs previous 13F -1,512 shares

    1.15% of the 13F portfolio, value $2,090,904.

    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 37,327 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $2,235,125.

    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).