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Values First Advisors, Inc.: TLT position timeline

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

Values First Advisors, Inc. held 25,147 TLT 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 25,147 shares
    Change vs previous 13F +2,687 shares

    0.99% of the 13F portfolio, value $2,173,242.

    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 22,460 shares
    Change vs previous 13F +604 shares

    1.01% of the 13F portfolio, value $1,947,057.

    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 21,856 shares
    Change vs previous 13F +945 shares

    0.99% of the 13F portfolio, value $1,904,942.

    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 20,911 shares
    Change vs previous 13F +446 shares

    1% of the 13F portfolio, value $1,868,849.

    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 20,465 shares
    Change vs previous 13F -309 shares

    0.98% of the 13F portfolio, value $1,806,025.

    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 20,774 shares
    Change vs previous 13F +1,862 shares

    1.1% of the 13F portfolio, value $1,888,788.

    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 18,912 shares
    Change vs previous 13F +6,534 shares

    0.91% of the 13F portfolio, value $1,651,605.

    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 12,378 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,214,292.

    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).