Ownership history in Values First Advisors, Inc. · 17 quarters on record
This page tracks every 13F SEC filing in which Values First Advisors, Inc. reported a position in DONALDSON INC (DCI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 25,325 | -1,127 | -4.3% | 1.16% | $2.2M | $88.42 |
| 2025 Q3 | REDUCED | 26,452 | -73 | -0.3% | 1.16% | $2.2M | $81.37 |
| 2025 Q2 | ADDED | 26,525 | +2,021 | +8.2% | 1.00% | $1.8M | $68.66 |
| 2025 Q1 | ADDED | 24,504 | +243 | +1.0% | 0.96% | $1.6M | $66.10 |
| 2024 Q4 | REDUCED | 24,261 | -1,068 | -4.2% | 0.90% | $1.6M | $66.13 |
| 2024 Q3 | REDUCED | 25,329 | -92 | -0.4% | 1.01% | $1.9M | $72.09 |
| 2024 Q2 | REDUCED | 25,421 | -2,693 | -9.6% | 1.09% | $1.8M | $69.74 |
| 2024 Q1 | REDUCED | 28,114 | -452 | -1.6% | 1.23% | $2.1M | $72.50 |
| 2023 Q4 | ADDED | 28,566 | +600 | +2.1% | 1.13% | $1.9M | $63.21 |
| 2023 Q3 | REDUCED | 27,966 | -207 | -0.7% | 1.08% | $1.7M | $57.45 |
As of 2025 Q4 — sorted by position size