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Disclosery

Values First Advisors, Inc.: TRGP position timeline

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

Values First Advisors, Inc. held 2,822 TRGP 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 2,822 shares
    Change vs previous 13F +89 shares

    0.35% of the 13F portfolio, value $756,663.

    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 2,733 shares
    Change vs previous 13F +20 shares

    0.36% of the 13F portfolio, value $685,343.

    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 2,713 shares
    Change vs previous 13F -12 shares

    0.26% of the 13F portfolio, value $500,523.

    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 2,725 shares
    Change vs previous 13F -140 shares

    0.24% of the 13F portfolio, value $456,600.

    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 2,865 shares
    Change vs previous 13F +159 shares

    0.27% of the 13F portfolio, value $498,791.

    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 2,706 shares
    Change vs previous 13F +194 shares

    0.32% of the 13F portfolio, value $541,646.

    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 2,512 shares
    Change vs previous 13F -1,378 shares

    0.25% of the 13F portfolio, value $448,384.

    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 3,890 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $575,701.

    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).