Position in CSV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$541,820
-$115,592 QoQ
Shares Held
14,132
-1.8% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#73
of 157 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSV Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Values First Advisors, Inc. holds $1,030,947 across 2 Personal Services names. CSV ranks #1 (52.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSV |
Carriage Services Inc
This page
|
14,132 | $541,820 | |
| 2 | FTDR |
Frontdoor, Inc.
|
6,304 | $489,127 |
All Filings in CSV
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $541,820 | 14,132 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $657,412 | 14,398 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $603,113 | 14,258 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $766,934 | 17,219 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $800,724 | 17,506 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $675,218 | 17,425 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $697,295 | 17,498 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $565,595 | 17,228 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $467,928 | 17,434 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $470,820 | 17,412 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $427,570 | 17,096 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $449,485 | 15,911 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $518,383 | 15,965 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $474,738 | 15,555 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $415,743 | 15,096 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $485,390 | 15,093 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $577,621 | 14,568 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $829,601 | 15,556 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $947,332 | 14,701 | Shares | Sole | 2022-03-10 | |
| 2021-09-30 | $688,915 | 15,450 | Shares | Sole | 2022-11-15 | |
| 2021-06-30 | $551,000 | 14,904 | Shares | Sole | 2022-11-15 | |
| 2021-03-31 | $532,987 | 15,146 | Shares | Sole | 2022-11-15 | |
| 2020-12-31 | $469,455 | 14,989 | Shares | Sole | 2022-11-15 | |
| 2020-09-30 | $339,870 | 15,234 | Shares | Sole | 2022-11-15 | |
| 2020-06-30 | $251,487 | 13,879 | Shares | Sole | 2022-11-15 | |
| 2020-03-31 | $228,764 | 14,165 | Shares | Sole | 2023-01-09 | |
| No filing history on record for this holder in this stock. | ||||||