In its recent 13F-HR filing, Values First Advisors, Inc. disclosed its holdings as of the reporting period. The filing is significant as it provides transparency into the investment decisions made by the company, offering valuable insights for investors and analysts. By detailing the specific securities held and their respective values, this filing allows stakeholders to track the company’s portfolio changes over time and assess its investment strategy.
Values First Advisors, Inc. is a registered investment advisory firm based in the United States. With a focus on providing personalized financial planning and investment management services, the company caters to a diverse range of clients. To learn more about Values First Advisors, Inc. and its offerings, visit their official website here.
The 13F-HR form is a quarterly filing required by the Securities and Exchange Commission (SEC) for institutional investment managers with assets under management above a certain threshold. This form provides a snapshot of the company’s investment holdings at the end of the reporting period, including information on the securities held, their values, and any changes to the portfolio. Investors can use this information to track the investment activities of institutional managers and gain insights into potential market trends.
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Values First Advisors, Inc. (0001913608) Submits 13F-HR Filing to SEC
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