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Values First Advisors, Inc.: UA position timeline

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

Values First Advisors, Inc. held 91,605 UA 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 91,605 shares
    Change vs previous 13F -1,996 shares

    0.26% of the 13F portfolio, value $569,783.

    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 93,601 shares
    Change vs previous 13F +3,580 shares

    0.28% of the 13F portfolio, value $541,948.

    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 90,021 shares
    Change vs previous 13F -23,094 shares

    0.22% of the 13F portfolio, value $432,101.

    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 113,115 shares
    Change vs previous 13F -2,374 shares

    0.29% of the 13F portfolio, value $546,345.

    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 115,489 shares
    Change vs previous 13F +23,878 shares

    0.41% of the 13F portfolio, value $749,522.

    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 91,611 shares
    Change vs previous 13F -664 shares

    0.32% of the 13F portfolio, value $545,626.

    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 92,275 shares
    Change vs previous 13F -13,937 shares

    0.38% of the 13F portfolio, value $688,371.

    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 106,212 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $887,931.

    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).