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Values First Advisors, Inc.: SRRK position timeline

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

Values First Advisors, Inc. held 19,463 SRRK 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 19,463 shares
    Change vs previous 13F +613 shares

    0.49% of the 13F portfolio, value $1,070,487.

    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 18,850 shares
    Change vs previous 13F +286 shares

    0.48% of the 13F portfolio, value $926,688.

    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 18,564 shares
    Change vs previous 13F -588 shares

    0.42% of the 13F portfolio, value $817,756.

    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 19,152 shares
    Change vs previous 13F -973 shares

    0.38% of the 13F portfolio, value $713,224.

    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 20,125 shares
    Change vs previous 13F +1,917 shares

    0.39% of the 13F portfolio, value $712,816.

    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 18,208 shares
    Change vs previous 13F -26 shares

    0.34% of the 13F portfolio, value $587,049.

    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 18,234 shares
    Change vs previous 13F -7,885 shares

    0.43% of the 13F portfolio, value $788,081.

    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 26,119 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $209,210.

    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).