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Manager record

Values First Advisors, Inc.

Johnson City, TN · CIK 1913608 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$212.70MReported 13F valueQ3 2026 · as filed
180Holdings listed
-2.9%vs prior quartervalue change includes market moves
6Quarters on record
Oct 23Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $183.6M$183.6MQ2 2025283 holdingsQ3 2025: $186.8M$186.8MQ3 2025318 holdingsQ4 2025: $192.7M$192.7MQ4 2025369 holdingsQ1 2026: $191.9M$191.9MQ1 2026360 holdingsQ2 2026: $219.0M$219.0MQ2 2026417 holdingsQ3 2026: $212.7M$212.7MQ3 2026180 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 23 2026 13F-HR · period Q3 2026

$212.70M · 180 holdings listed · View original SEC filing ↗
Aug 04 2026 13F-HR/A · period Q2 2026

$218.96M · 417 holdings listed · amendment (restatement) · View original SEC filing ↗
Jul 29 2026 13F-HR · period Q2 2026

$218.58M · 469 holdings listed · View original SEC filing ↗
Apr 17 2026 13F-HR · period Q1 2026

$191.92M · 360 holdings listed · View original SEC filing ↗
Jan 30 2026 13F-HR · period Q4 2025

$192.75M · 369 holdings listed · View original SEC filing ↗
Oct 21 2025 13F-HR · period Q3 2025

$186.84M · 318 holdings listed · View original SEC filing ↗
Jul 29 2025 13F-HR · period Q2 2025

$183.60M · 283 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 23, 2026 · Change methodology