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Disclosery

Values First Advisors, Inc.: TLF position timeline

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

Values First Advisors, Inc. held 57,779 TLF 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 57,779 shares
    Change vs previous 13F -13 shares

    0.06% of the 13F portfolio, value $134,625.

    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 57,792 shares
    Change vs previous 13F +15,233 shares

    0.07% of the 13F portfolio, value $133,500.

    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 42,559 shares
    Change vs previous 13F -10,348 shares

    0.06% of the 13F portfolio, value $116,611.

    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 52,907 shares
    Change vs previous 13F -984 shares

    0.08% of the 13F portfolio, value $158,722.

    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 53,891 shares
    Change vs previous 13F +602 shares

    0.09% of the 13F portfolio, value $166,523.

    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 53,289 shares
    Change vs previous 13F +13,838 shares

    0.09% of the 13F portfolio, value $155,182.

    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 39,451 shares
    Change vs previous 13F +374 shares

    0.1% of the 13F portfolio, value $188,970.

    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 39,077 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $163,732.

    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).