Values First Advisors, Inc. has submitted its latest 13F-HR report, which details its investment holdings as of September 30, 2026. This filing is crucial as it provides a snapshot of the company's investment strategy and positions in various securities.

Background

Values First Advisors, Inc. is categorized under the SIC description for investment management. The company has been active in filing various forms with the SEC, including multiple 13F-HR submissions throughout 2026. The most recent filings include a 13F-HR/A on August 4, 2026, and a 13F-HR on July 29, 2026, indicating ongoing updates to their investment strategies.

What the Filing Says

The filing, dated October 23, 2026, indicates that it covers the period ending September 30, 2026. However, specific details about the holdings or investment strategies were not disclosed in the filing. The document is primarily a report on the company's current portfolio.

Impact

This filing may affect institutional investors and analysts who track investment trends and strategies in the market. By revealing its holdings, Values First Advisors allows stakeholders to gauge its investment approach and market positioning.

What's Next

The filing does not say what happens next.

Filing Details

The 13F-HR report was filed on October 23, 2026, with an acceptance timestamp of 09:30:11. The period covered by this report is from July 1, 2026, to September 30, 2026. The filing includes two documents, one of which is the primary document in both HTML and XML formats, and the other is the information table detailing the company's holdings.

Company Information

Values First Advisors, Inc. is located at 801 Sunset Drive, #C-100, Johnson City, TN 37604. The company operates under the Central Index Key (CIK) number 0001913608 and holds an Employer Identification Number (EIN) of 270392191. The filing type is categorized as 13F-HR under the Securities Exchange Act of 1934.

Contact Information

For further inquiries, the company can be reached at the phone number 423-218-1403. This contact detail may be relevant for stakeholders seeking additional information regarding the contents of the filing or the company's investment strategies.

While the filing provides essential details about the company's holdings, it does not disclose specific information regarding the types of securities held, their values, or any strategic insights into the investment decisions made during the reporting period.