Skip to content
Disclosery

Values First Advisors, Inc.: STAG position timeline

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

Values First Advisors, Inc. held 19,127 STAG 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 19,127 shares
    Change vs previous 13F +2,879 shares

    0.33% of the 13F portfolio, value $727,967.

    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 16,248 shares
    Change vs previous 13F +198 shares

    0.31% of the 13F portfolio, value $585,901.

    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 16,050 shares
    Change vs previous 13F +1,290 shares

    0.31% of the 13F portfolio, value $590,008.

    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 14,760 shares
    Change vs previous 13F +223 shares

    0.28% of the 13F portfolio, value $520,892.

    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 14,537 shares
    Change vs previous 13F -132 shares

    0.29% of the 13F portfolio, value $527,393.

    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 14,669 shares
    Change vs previous 13F +107 shares

    0.31% of the 13F portfolio, value $528,893.

    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 14,562 shares
    Change vs previous 13F +307 shares

    0.27% of the 13F portfolio, value $492,472.

    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 14,255 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $557,229.

    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).