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Livermore
Livermore
ZHEN

Values First Advisors, Inc.

SEC CIK
0001913608
Latest filing
Aug 4, 2026

CSV holding history

Carriage Services Inc in every 13F filed by Values First Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CSV overviewAll 13F holders of CSVFull Q2 2026 holdings

Shares (Q2 2026)
14,132
Value
$541.8K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of CSV by Values First Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,132$541.8K0.2%−266−1.8%ReducedHolders
Q1 202614,398$657.4K0.3%+140+1.0%AddedHolders
Q4 202514,258$603.1K0.3%−2,961−17.2%ReducedHolders
Q3 202517,219$767.0K0.4%−287−1.6%ReducedHolders
Q2 202517,506$800.7K0.4%+81+0.5%AddedHolders
Q1 202517,425$675.3K0.4%−73−0.4%ReducedHolders
Q4 202417,498$697.3K0.4%+270+1.6%AddedHolders
Q3 202417,228$565.6K0.3%−206−1.2%ReducedHolders
Q2 202417,434$467.9K0.3%+22+0.1%AddedHolders
Q1 202417,412$470.8K0.3%+316+1.8%AddedHolders
Q4 202317,096$427.6K0.3%+1,185+7.4%AddedHolders
Q3 202315,911$449.5K0.3%−54−0.3%ReducedHolders
Q2 202315,965$518.4K0.3%+410+2.6%AddedHolders
Q1 202315,555$474.7K0.3%+459+3.0%AddedHolders
Q4 202215,096$415.7K0.3%+30.0%AddedHolders
Q3 202215,093$485.0K0.3%+525+3.6%AddedHolders
Q2 202214,568$578.0K0.4%−988−6.4%ReducedHolders
Q1 202215,556$830.0K0.5%+855+5.8%AddedHolders
Q4 202114,701$947.0K0.6%−749−4.8%ReducedHolders
Q3 202115,450$689.0K0.4%+546+3.7%AddedHolders
Q2 202114,904$551.0K0.4%−242−1.6%ReducedHolders
Q1 202115,146$533.0K0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.