Values First Advisors, Inc.: XMTR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Values First Advisors, Inc. on XMTR, newest first. How the timeline and the estimate are built.
Values First Advisors, Inc. held 31,973 XMTR 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 31,973 sharesChange vs previous 13F -5,269 shares
1.41% of the 13F portfolio, value $3,086,019.
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 37,242 sharesChange vs previous 13F +1,077 shares
0.79% of the 13F portfolio, value $1,520,945.
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 36,165 sharesChange vs previous 13F -3,311 shares
1.12% of the 13F portfolio, value $2,150,711.
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 39,476 sharesChange vs previous 13F -1,783 shares
1.15% of the 13F portfolio, value $2,150,269.
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 41,259 sharesChange vs previous 13F +3,541 shares
0.76% of the 13F portfolio, value $1,394,128.
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 37,718 sharesChange vs previous 13F -1,296 shares
0.55% of the 13F portfolio, value $944,529.
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 39,014 sharesChange vs previous 13F -17,762 shares
0.92% of the 13F portfolio, value $1,664,320.
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 56,776 sharesChange vs previous 13F not available
0.57% of the 13F portfolio, value $1,042,976.
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).