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Values First Advisors, Inc.: TOST position timeline

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

Values First Advisors, Inc. held 31,304 TOST 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 31,304 shares
    Change vs previous 13F +837 shares

    0.4% of the 13F portfolio, value $870,878.

    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 30,467 shares
    Change vs previous 13F +829 shares

    0.42% of the 13F portfolio, value $807,680.

    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 29,638 shares
    Change vs previous 13F -1,996 shares

    0.55% of the 13F portfolio, value $1,052,438.

    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 31,634 shares
    Change vs previous 13F -1,253 shares

    0.62% of the 13F portfolio, value $1,154,940.

    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 32,887 shares
    Change vs previous 13F +2,692 shares

    0.79% of the 13F portfolio, value $1,456,579.

    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 30,195 shares
    Change vs previous 13F +2,495 shares

    0.59% of the 13F portfolio, value $1,003,120.

    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 27,700 shares
    Change vs previous 13F -5,806 shares

    0.56% of the 13F portfolio, value $1,009,653.

    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 33,506 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $948,560.

    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).