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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

  1. period ended2026-06-30
    13F/A 31,973 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 37,242 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 36,165 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 39,476 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 41,259 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 37,718 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 39,014 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 56,776 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).