Values First Advisors, Inc.: WY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Values First Advisors, Inc. on WY, newest first. How the timeline and the estimate are built.
Values First Advisors, Inc. held 30,264 WY shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F/A 30,264 sharesChange vs previous 13F +12,154 shares
0.33% of the 13F portfolio, value $724,530.
13F-HR/A 0001398344-26-013386 filed by Values First Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,110 sharesChange vs previous 13F +963 shares
0.23% of the 13F portfolio, value $442,431.
13F-HR 0001398344-26-006614 filed by Values First Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 17,147 sharesChange vs previous 13F +643 shares
0.21% of the 13F portfolio, value $406,221.
13F-HR 0001398344-26-001629 filed by Values First Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,504 sharesChange vs previous 13F +223 shares
0.22% of the 13F portfolio, value $409,141.
13F-HR 0001398344-25-019434 filed by Values First Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 16,281 sharesChange vs previous 13F -195 shares
0.23% of the 13F portfolio, value $418,255.
13F-HR 0001398344-25-013953 filed by Values First Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,476 sharesChange vs previous 13F +89 shares
0.28% of the 13F portfolio, value $482,596.
13F-HR 0001398344-25-008076 filed by Values First Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,387 sharesChange vs previous 13F +544 shares
0.25% of the 13F portfolio, value $461,291.
13F-HR 0001398344-25-001383 filed by Values First Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 15,843 sharesChange vs previous 13F not available
0.29% of the 13F portfolio, value $536,433.
13F-HR 0001398344-24-019207 filed by Values First Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).