Values First Advisors, Inc.
Holdings in SRCE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,749,843 | 28,002 | Shares | Sole | 2026-01-30 |
| 2025-09-30 | $1,791,393 | 29,100 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $1,814,119 | 29,227 | Shares | Sole | 2025-07-29 |
| 2025-03-31 | $2,161,412 | 36,138 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $2,090,879 | 35,815 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $2,235,139 | 37,327 | Shares | Sole | 2024-10-23 |
| 2024-06-30 | $2,011,017 | 37,505 | Shares | Sole | 2024-07-19 |
| 2024-03-31 | $2,223,498 | 42,417 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $2,361,035 | 42,967 | Shares | Sole | 2024-01-18 |
| 2023-09-30 | $1,769,337 | 42,037 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $1,771,290 | 42,244 | Shares | Sole | 2023-08-02 |
| 2023-03-31 | $1,780,325 | 41,259 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $2,161,293 | 40,710 | Shares | Sole | 2023-01-20 |
| 2022-09-30 | $1,918,208 | 41,430 | Shares | Sole | 2022-12-02 |
| 2022-06-30 | $1,829,074 | 40,288 | Shares | Sole | 2022-07-20 |
| 2022-03-31 | $1,768,831 | 38,245 | Shares | Sole | 2022-05-03 |
| 2021-12-31 | $1,849,435 | 37,287 | Shares | Sole | 2022-03-10 |
| 2021-09-30 | $2,044,972 | 43,289 | Shares | Sole | 2022-11-15 |
| 2021-06-30 | $1,972,458 | 42,455 | Shares | Sole | 2022-11-15 |
| 2021-03-31 | $1,705,123 | 35,837 | Shares | Sole | 2022-11-15 |
| 2020-12-31 | $1,401,553 | 34,778 | Shares | Sole | 2022-11-15 |
| 2020-09-30 | $1,076,623 | 34,910 | Shares | Sole | 2022-11-15 |
| 2020-06-30 | $1,212,281 | 34,072 | Shares | Sole | 2022-11-15 |
| 2020-03-31 | $983,310 | 30,321 | Shares | Sole | 2023-01-09 |