$154 Million is the total value of Values First Advisors, Inc.'s 186 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 17.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $9,216,000 | +102.8% | 90,421 | +102.9% | 5.97% | +93.7% |
| NEAR | Buy | ISHARES U S ETF TRblackrock st mat | $5,073,000 | +141.6% | 101,179 | +141.8% | 3.29% | +130.7% |
| SPMB | Buy | SPDR SER TRportfli mortgage | $4,291,000 | +10.5% | 166,829 | +11.1% | 2.78% | +5.5% |
| PAYC | Buy | PAYCOM SOFTWARE INC | $3,345,000 | +38.2% | 6,747 | +1.3% | 2.17% | +32.0% |
| FTNT | Buy | FORTINET INC | $3,009,000 | +24.4% | 10,304 | +1.4% | 1.95% | +18.8% |
| CTAS | Buy | CINTAS CORP | $2,700,000 | +0.3% | 7,094 | +0.7% | 1.75% | -4.2% |
| FIZZ | Buy | NATIONAL BEVERAGE CORP | $2,691,000 | +12.6% | 51,278 | +1.3% | 1.74% | +7.5% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $2,680,000 | +10.8% | 23,672 | +1.3% | 1.74% | +5.8% |
| MAA | Buy | MID-AMER APT CMNTYS INC | $2,577,000 | +13.5% | 13,802 | +2.4% | 1.67% | +8.4% |
| SNV | Buy | SYNOVUS FINL CORP | $2,529,000 | +2.3% | 57,628 | +2.3% | 1.64% | -2.3% |
| AFG | Buy | AMERICAN FINL GROUP INC OHIO | $2,526,000 | +4.3% | 20,078 | +3.4% | 1.64% | -0.4% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $2,502,000 | +4.1% | 16,303 | +1.5% | 1.62% | -0.6% |
| POOL | Sell | POOL CORP | $2,478,000 | -5.5% | 5,704 | -0.3% | 1.60% | -9.8% |
| TECH | Buy | BIO-TECHNE CORP | $2,455,000 | +9.2% | 5,067 | +1.5% | 1.59% | +4.2% |
| GNTX | Buy | GENTEX CORP | $2,318,000 | +1.4% | 70,286 | +1.8% | 1.50% | -3.2% |
| CGNX | Buy | COGNEX CORP | $2,278,000 | +14.0% | 28,397 | +19.5% | 1.48% | +8.9% |
| SHV | Buy | ISHARES TRshort treas bd | $2,240,000 | +9.9% | 20,274 | +9.9% | 1.45% | +4.9% |
| EXPD | Buy | EXPEDITORS INTL WASH INC | $2,230,000 | -4.6% | 18,719 | +1.3% | 1.44% | -8.9% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $2,226,000 | +9.9% | 36,247 | +10.0% | 1.44% | +4.9% |
| ASND | Buy | ASCENDIS PHARMA A/Ssponsored adr | $2,210,000 | +52.8% | 13,868 | +26.2% | 1.43% | +46.0% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $2,135,000 | +10.2% | 16,401 | +10.5% | 1.38% | +5.3% |
| TGA | Buy | TRANSGLOBE ENERGY CORP | $2,116,000 | +17.4% | 966,084 | +3.5% | 1.37% | +12.2% |
| SRCE | Buy | 1ST SOURCE CORP | $2,045,000 | +3.6% | 43,289 | +2.0% | 1.32% | -1.0% |
| VEEV | Buy | VEEVA SYS INC | $2,046,000 | -5.3% | 7,101 | +2.2% | 1.32% | -9.6% |
| NNN | Buy | NATIONAL RETAIL PROPERTIES I | $1,967,000 | -5.2% | 45,549 | +3.0% | 1.27% | -9.5% |
| EOG | New | EOG RES INC | $1,916,000 | – | 23,870 | +100.0% | 1.24% | – |
| TTC | Buy | TORO CO | $1,868,000 | -9.9% | 19,173 | +1.6% | 1.21% | -13.9% |
| SKT | Buy | TANGER FACTORY OUTLET CTRS I | $1,796,000 | -9.5% | 110,160 | +4.6% | 1.16% | -13.6% |
| TFX | Buy | TELEFLEX INCORPORATED | $1,793,000 | -5.0% | 4,763 | +1.4% | 1.16% | -9.2% |
| XLNX | Sell | XILINX INC | $1,776,000 | -21.1% | 11,757 | -24.4% | 1.15% | -24.6% |
| TBX | Buy | PROSHARES TRsht 7-10 yr tr | $1,717,000 | +12.7% | 70,211 | +13.1% | 1.11% | +7.6% |
| CINF | Buy | CINCINNATI FINL CORP | $1,658,000 | -0.1% | 14,518 | +2.0% | 1.07% | -4.6% |
| AZPN | Buy | ASPEN TECHNOLOGY INC | $1,619,000 | -9.4% | 13,182 | +1.5% | 1.05% | -13.4% |
| CNP | Sell | CENTERPOINT ENERGY INC | $1,551,000 | -25.9% | 63,076 | -26.1% | 1.00% | -29.2% |
| IBD | Buy | NORTHERN LTS FD TR IVinspire corp | $1,466,000 | +12.2% | 56,058 | +12.7% | 0.95% | +7.1% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $1,415,000 | +13.1% | 16,418 | +13.1% | 0.92% | +8.0% |
| MBB | Buy | ISHARES TRmbs etf | $1,407,000 | +13.3% | 13,014 | +13.4% | 0.91% | +8.3% |
| DCI | Sell | DONALDSON INC | $1,406,000 | -34.6% | 24,485 | -27.6% | 0.91% | -37.5% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $1,402,000 | +13.1% | 20,759 | +13.5% | 0.91% | +8.0% |
| EXAS | Buy | EXACT SCIENCES CORP | $1,343,000 | +16.5% | 14,074 | +51.7% | 0.87% | +11.3% |
| LQDT | Buy | LIQUIDITY SVCS INC | $1,282,000 | -12.0% | 59,337 | +3.7% | 0.83% | -15.9% |
| IRDM | Buy | IRIDIUM COMMUNICATIONS INC | $1,231,000 | +3.2% | 30,893 | +3.5% | 0.80% | -1.4% |
| ALNY | Buy | ALNYLAM PHARMACEUTICALS INC | $1,230,000 | +15.1% | 6,517 | +3.4% | 0.80% | +9.9% |
| BIBL | Sell | NORTHERN LTS FD TR IVinspire 100etf | $1,212,000 | -1.7% | 28,494 | -1.4% | 0.78% | -6.1% |
| ODFL | Buy | OLD DOMINION FREIGHT LINE IN | $1,163,000 | +64.5% | 4,066 | +45.9% | 0.75% | +56.9% |
| WDFC | Buy | WD 40 CO | $1,110,000 | -8.5% | 4,796 | +1.3% | 0.72% | -12.6% |
| TIP | Buy | ISHARES TRtips bd etf | $1,092,000 | +12.2% | 8,553 | +12.5% | 0.71% | +7.1% |
| IEF | Buy | ISHARES TRbarclays 7 10 yr | $1,083,000 | +10.3% | 9,399 | +10.5% | 0.70% | +5.4% |
| CWB | Buy | SPDR SER TRblmbrg brc cnvrt | $1,081,000 | +11.8% | 12,664 | +13.5% | 0.70% | +6.7% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $1,054,000 | +15.6% | 16,844 | +15.5% | 0.68% | +10.3% |
| TWLO | Buy | TWILIO INCcl a | $1,036,000 | -5.6% | 3,246 | +16.6% | 0.67% | -9.8% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $1,002,000 | -5.4% | 2,247 | -0.3% | 0.65% | -9.6% |
| PANW | Buy | PALO ALTO NETWORKS INC | $961,000 | +33.8% | 2,007 | +3.7% | 0.62% | +27.9% |
| NEP | Buy | NEXTERA ENERGY PARTNERS LP | $914,000 | 0.0% | 12,132 | +1.4% | 0.59% | -4.5% |
| WCN | Sell | WASTE CONNECTIONS INC | $910,000 | +4.8% | 7,224 | -0.6% | 0.59% | +0.2% |
| HASI | Buy | HANNON ARMSTRONG SUST INFR C | $887,000 | +2.2% | 16,590 | +7.4% | 0.58% | -2.4% |
| CWEN | Buy | CLEARWAY ENERGY INCcl c | $851,000 | +15.3% | 28,107 | +0.9% | 0.55% | +10.0% |
| IDXX | Sell | IDEXX LABS INC | $847,000 | -14.8% | 1,361 | -13.5% | 0.55% | -18.5% |
| DT | Sell | DYNATRACE INC | $838,000 | +10.4% | 11,808 | -9.2% | 0.54% | +5.4% |
| ENTG | Buy | ENTEGRIS INC | $835,000 | +12.4% | 6,632 | +9.8% | 0.54% | +7.3% |
| KRTX | Buy | KARUNA THERAPEUTICS INC | $831,000 | +13.5% | 6,791 | +5.7% | 0.54% | +8.2% |
| LRCX | Buy | LAM RESEARCH CORP | $828,000 | +3.5% | 1,455 | +18.4% | 0.54% | -1.3% |
| COLL | Buy | COLLEGIUM PHARMACEUTICAL INC | $825,000 | -6.2% | 41,773 | +12.2% | 0.53% | -10.6% |
| FIVN | Buy | FIVE9 INC | $823,000 | -2.0% | 5,152 | +12.5% | 0.53% | -6.5% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $808,000 | -9.1% | 4,661 | +2.3% | 0.52% | -13.3% |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $772,000 | -5.7% | 3,142 | -3.6% | 0.50% | -10.1% |
| HUBS | Sell | HUBSPOT INC | $760,000 | +1.9% | 1,125 | -12.0% | 0.49% | -2.8% |
| ENSG | Buy | ENSIGN GROUP INC | $738,000 | -10.3% | 9,854 | +3.8% | 0.48% | -14.3% |
| VITL | Buy | VITAL FARMS INC | $734,000 | +31.3% | 41,766 | +49.2% | 0.48% | +25.6% |
| LOW | Buy | LOWES COS INC | $723,000 | +6.3% | 3,566 | +1.7% | 0.47% | +1.5% |
| CSV | Buy | CARRIAGE SVCS INC | $689,000 | +25.0% | 15,450 | +3.7% | 0.45% | +19.3% |
| VRSK | Buy | VERISK ANALYTICS INC | $689,000 | +18.4% | 3,442 | +3.3% | 0.45% | +12.9% |
| TTD | Buy | THE TRADE DESK INC | $679,000 | -5.0% | 9,665 | +4.5% | 0.44% | -9.3% |
| CRMT | Buy | AMERICAS CAR-MART INC | $675,000 | -14.8% | 5,776 | +3.3% | 0.44% | -18.6% |
| MTD | Sell | METTLER TOLEDO INTERNATIONAL | $664,000 | -8.3% | 482 | -7.8% | 0.43% | -12.4% |
| DHI | Buy | D R HORTON INC | $664,000 | +1.8% | 7,905 | +9.6% | 0.43% | -2.7% |
| W | Buy | WAYFAIR INCcl a | $647,000 | -10.4% | 2,534 | +10.8% | 0.42% | -14.5% |
| OLN | Buy | OLIN CORP | $635,000 | +8.7% | 13,169 | +4.4% | 0.41% | +3.8% |
| MGA | Buy | MAGNA INTL INC | $634,000 | +2.1% | 8,426 | +25.7% | 0.41% | -2.4% |
| VMC | Buy | VULCAN MATLS CO | $625,000 | +1.6% | 3,694 | +4.6% | 0.40% | -2.9% |
| PRFT | Sell | PERFICIENT INC | $622,000 | -27.6% | 5,374 | -49.7% | 0.40% | -30.9% |
| LSI | Buy | LIFE STORAGE INC | $598,000 | +11.6% | 5,209 | +4.3% | 0.39% | +6.3% |
| DDOG | Sell | DATADOG INC | $596,000 | -3.2% | 4,218 | -28.7% | 0.39% | -7.7% |
| BEPC | Buy | BROOKFIELD RENEWABLE CORPcl a sub vtg | $587,000 | -2.3% | 15,116 | +5.8% | 0.38% | -6.9% |
| BHVN | Sell | BIOHAVEN PHARMACTL HLDG CO L | $569,000 | -9.7% | 4,093 | -36.9% | 0.37% | -13.6% |
| NOVT | Sell | NOVANTA INC | $568,000 | +7.4% | 3,677 | -6.4% | 0.37% | +2.5% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $563,000 | -5.7% | 3,263 | +0.6% | 0.36% | -9.9% |
| GNRC | Sell | GENERAC HLDGS INC | $559,000 | -15.0% | 1,368 | -13.6% | 0.36% | -18.8% |
| VCYT | Buy | VERACYTE INC | $545,000 | +53.5% | 11,735 | +32.1% | 0.35% | +46.5% |
| APTV | Buy | APTIV PLC | $541,000 | -3.2% | 3,635 | +2.3% | 0.35% | -7.7% |
| WELL | Buy | WELLTOWER INC | $530,000 | +3.3% | 6,438 | +4.2% | 0.34% | -1.4% |
| SMAR | Sell | SMARTSHEET INC | $521,000 | -16.2% | 7,569 | -11.9% | 0.34% | -19.9% |
| ACRX | Buy | ACELRX PHARMACEUTICALS INC | $494,000 | -21.8% | 483,925 | +5.7% | 0.32% | -25.4% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $490,000 | +5.8% | 4,392 | +13.9% | 0.32% | +1.0% |
| PRAX | New | PRAXIS PRECISION MEDICINES I | $490,000 | – | 26,477 | +100.0% | 0.32% | – |
| LII | Buy | LENNOX INTL INC | $486,000 | -9.3% | 1,654 | +8.2% | 0.32% | -13.5% |
| KIM | New | KIMCO RLTY CORP | $478,000 | – | 23,024 | +100.0% | 0.31% | – |
| RNG | Buy | RINGCENTRAL INCcl a | $475,000 | +1.9% | 2,185 | +36.3% | 0.31% | -2.5% |
| ARGX | New | ARGENX SEsponsored adr | $463,000 | – | 1,534 | +100.0% | 0.30% | – |
| Buy | TRILLIUM THERAPEUTICS INC | $452,000 | +143.0% | 25,768 | +34.6% | 0.29% | +132.5% | |
| WY | Buy | WEYERHAEUSER CO MTN BE | $444,000 | +7.2% | 12,484 | +3.9% | 0.29% | +2.5% |
| CENT | Buy | CENTRAL GARDEN & PET CO | $445,000 | -6.3% | 9,274 | +3.3% | 0.29% | -10.6% |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $431,000 | +1.4% | 51,168 | +6.8% | 0.28% | -3.1% |
| NCNO | New | NCINO INC | $427,000 | – | 6,006 | +100.0% | 0.28% | – |
| FVRR | Buy | FIVERR INTL LTD | $411,000 | +5.1% | 2,251 | +39.6% | 0.27% | +0.4% |
| LL | Buy | LUMBER LIQUIDATORS HLDGS INC | $408,000 | -8.1% | 21,866 | +3.9% | 0.26% | -12.3% |
| AAN | Buy | THE AARONS COMPANY INC | $404,000 | -9.6% | 14,673 | +5.0% | 0.26% | -13.5% |
| LHCG | Buy | LHC GROUP INC | $393,000 | -19.0% | 2,503 | +3.3% | 0.26% | -22.5% |
| WM | Buy | WASTE MGMT INC DEL | $392,000 | +6.8% | 2,628 | +0.4% | 0.25% | +2.0% |
| MPWR | Sell | MONOLITHIC PWR SYS INC | $385,000 | +9.4% | 794 | -15.8% | 0.25% | +4.2% |
| MG | Buy | MISTRAS GROUP INC | $383,000 | +6.7% | 37,719 | +3.3% | 0.25% | +1.6% |
| HWKN | Buy | HAWKINS INC | $372,000 | +10.4% | 10,668 | +3.8% | 0.24% | +5.2% |
| OHI | Buy | OMEGA HEALTHCARE INVS INC | $367,000 | -12.6% | 12,241 | +5.7% | 0.24% | -16.5% |
| ZI | New | ZOOMINFO TECHNOLOGIES INC | $365,000 | – | 5,971 | +100.0% | 0.24% | – |
| ASML | Sell | ASML HOLDING N V | $355,000 | -2.7% | 476 | -10.0% | 0.23% | -7.3% |
| TREX | Buy | TREX CO INC | $352,000 | +7.0% | 3,457 | +7.4% | 0.23% | +2.2% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $350,000 | -4.4% | 352 | -11.6% | 0.23% | -8.5% |
| NTUS | Buy | NATUS MED INC DEL | $344,000 | -0.3% | 13,716 | +3.3% | 0.22% | -4.7% |
| ROL | Buy | ROLLINS INC | $336,000 | +4.7% | 9,502 | +1.3% | 0.22% | 0.0% |
| LCUT | Buy | LIFETIME BRANDS INC | $337,000 | +26.2% | 18,516 | +3.6% | 0.22% | +20.4% |
| ATHX | Buy | ATHERSYS INC NEW | $337,000 | -1.5% | 253,036 | +6.5% | 0.22% | -6.0% |
| EXEL | Buy | EXELIXIS INC | $335,000 | +20.1% | 15,838 | +3.4% | 0.22% | +14.8% |
| BYND | Buy | BEYOND MEAT INC | $327,000 | -19.1% | 3,111 | +21.3% | 0.21% | -22.6% |
| YETI | Sell | YETI HLDGS INC | $322,000 | -13.0% | 3,761 | -6.6% | 0.21% | -16.7% |
| COMP | New | COMPASS INCcl a | $311,000 | – | 23,445 | +100.0% | 0.20% | – |
| MAX | Buy | MEDIAALPHA INCcl a | $303,000 | -10.6% | 16,239 | +102.0% | 0.20% | -14.8% |
| DHC | Buy | DIVERSIFIED HEALTHCARE TR | $300,000 | -16.2% | 88,588 | +3.5% | 0.19% | -20.2% |
| A | Buy | AGILENT TECHNOLOGIES INC | $278,000 | +12.6% | 1,766 | +5.5% | 0.18% | +7.1% |
| LCI | Buy | LANNET INC | $275,000 | -28.4% | 91,535 | +11.3% | 0.18% | -31.5% |
| ITRN | Buy | ITURAN LOCATION AND CONTROL | $265,000 | -2.9% | 10,420 | +4.0% | 0.17% | -7.0% |
| SSYS | Buy | STRATASYS LTD | $232,000 | -11.1% | 10,769 | +6.5% | 0.15% | -15.3% |
| STE | Buy | STERIS PLC | $228,000 | +4.6% | 1,117 | +5.6% | 0.15% | 0.0% |
| FRC | New | FIRST REP BK SAN FRANCISCO C | $216,000 | – | 1,120 | +100.0% | 0.14% | – |
| NTGR | Buy | NETGEAR INC | $215,000 | -13.7% | 6,727 | +3.5% | 0.14% | -17.8% |
| TSLA | New | TESLA INC | $212,000 | – | 273 | +100.0% | 0.14% | – |
| ZYME | New | ZYMEWORKS INC | $205,000 | – | 7,072 | +100.0% | 0.13% | – |
| PSTI | Buy | PLURISTEM THERAPEUTICS INC | $130,000 | -30.9% | 49,179 | +3.5% | 0.08% | -34.4% |
| IMVT | New | IMMUNOVANT INC | $98,000 | – | 11,319 | +100.0% | 0.06% | – |
| EPIX | New | ESSA PHARMA INC | $86,000 | – | 10,776 | +100.0% | 0.06% | – |
| GIFI | Buy | GULF IS FABRICATION INC | $83,000 | -8.8% | 20,839 | +3.6% | 0.05% | -12.9% |
| FRLN | New | FREELINE THERAPEUTICS HLDGSsponsored ads | $71,000 | – | 20,927 | +100.0% | 0.05% | – |
| Buy | NABRIVA THERAPEUTICS PLC | $54,000 | -10.0% | 45,784 | +3.6% | 0.04% | -14.6% | |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $30,000 | -97.6% | 318 | -97.6% | 0.02% | -97.8% |
| VMBS | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $14,000 | 0.0% | 260 | 0.0% | 0.01% | 0.0% | |
| ISMD | NORTHERN LTS FD TR IVinspire smal etf | $9,000 | 0.0% | 258 | 0.0% | 0.01% | 0.0% | |
| MUNI | PIMCO ETF TRinter mun bd act | $6,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% | |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $5,000 | -99.7% | 65 | -99.7% | 0.00% | -99.8% |
| SCHH | SCHWAB STRATEGIC TRus reit etf | $4,000 | 0.0% | 86 | 0.0% | 0.00% | 0.0% | |
| CHMA | Exit | CHIASMA INC | $0 | – | -16,604 | -100.0% | -0.05% | – |
| CTRE | Exit | CARETRUST REIT INC | $0 | – | -8,796 | -100.0% | -0.14% | – |
| SLV | Exit | ISHARES SILVER TRishares | $0 | – | -8,367 | -100.0% | -0.14% | – |
| EBS | Exit | EMERGENT BIOSOLUTIONS INC | $0 | – | -3,593 | -100.0% | -0.15% | – |
| OKTA | Exit | OKTA INCcl a | $0 | – | -1,247 | -100.0% | -0.21% | – |
| XPO | Exit | XPO LOGISTICS INC | $0 | – | -2,495 | -100.0% | -0.24% | – |
| WRI | Exit | WEINGARTEN RLTY INVSsh ben int | $0 | – | -15,339 | -100.0% | -0.33% | – |
| SPT | Exit | SPROUT SOCIAL INC | $0 | – | -6,694 | -100.0% | -0.41% | – |
| JVA | Exit | COFFEE HLDG CO INC | $0 | – | -128,726 | -100.0% | -0.47% | – |
| EXR | Exit | EXTRA SPACE STORAGE INC | $0 | – | -4,668 | -100.0% | -0.52% | – |
| FLOT | Exit | ISHARES TRfltg rate nt etf | $0 | – | -24,359 | -100.0% | -0.84% | – |
| FLRN | Exit | SPDR SER TRblomberg brc inv | $0 | – | -63,211 | -100.0% | -1.31% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-15
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PIMCO ETF TR | 16 | Q3 2023 | 7.2% |
| ISHARES TR | 16 | Q3 2023 | 6.7% |
| ISHARES US ETF TR | 16 | Q3 2023 | 3.8% |
| SPDR SER TR | 16 | Q3 2023 | 3.8% |
| VANGUARD SCOTTSDALE FDS | 16 | Q3 2023 | 3.4% |
| CINTAS CORP | 16 | Q3 2023 | 2.0% |
| MID-AMER APT CMNTYS INC | 16 | Q3 2023 | 2.1% |
| MICROCHIP TECHNOLOGY INC. | 16 | Q3 2023 | 1.9% |
| GENTEX CORP | 16 | Q3 2023 | 1.6% |
| NNN REIT INC | 16 | Q3 2023 | 1.8% |
View Values First Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2023-01-09 |
| 13F-HR | 2022-12-02 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-11-15 |
View Values First Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.