Values First Advisors, Inc. IRDM IRIDIUM COMMUNICATIONS INC

Ownership history in Values First Advisors, Inc.  ·  17 quarters on record

AI Ownership Summary

Values First Advisors, Inc. reported IRIDIUM COMMUNICATIONS INC (IRDM) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.32% in 2023 Q4. The latest visible filing shows IRDM at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IRDM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Values First Advisors, Inc.'s position in IRIDIUM COMMUNICATIONS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IRDM was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Values First Advisors, Inc. held IRDM — position size vs. price
% of Fund (quarterly)    IRDM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 10,302 -1,891 -15.5% 0.15% $286K 2026-04-17 $41.85
2025 Q3 REDUCED 12,193 -187 -1.5% 0.11% $213K 2025-10-21 $18.71
2025 Q2 ADDED 12,380 +89 +0.7% 0.20% $374K 2025-07-29 $24.06
2025 Q1 ADDED 12,291 +32 +0.3% 0.20% $336K 2025-04-30 $23.48
2024 Q4 REDUCED 10.4% -5.4% 12,259 -1,422 -10.4% 0.20% $356K 2025-01-29 $27.44
2024 Q3 REDUCED 13,681 -183 -1.3% 0.23% $417K 2024-10-23 $28.70
2024 Q2 REDUCED 13,864 -8 -0.1% 0.22% $369K 2024-07-19 $24.74
2024 Q1 ADDED 13,872 +951 +7.4% 0.21% $363K 2024-04-23 $27.40
2023 Q4 ADDED 12,921 +1,358 +11.7% 0.32% $532K 2024-01-18 $36.16
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Values First Advisors, Inc. and IRDM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Values First Advisors, Inc. reported owning IRDM?

Values First Advisors, Inc. reported IRDM across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IRDM position in Values First Advisors, Inc.'s portfolio?

The largest reported portfolio weight for IRDM was 0.32% in 2023 Q4.

What is the latest reported IRDM position on this page?

The most recent filing on this page is 2026 Q1, when Values First Advisors, Inc. reported 10,302 shares, equal to 0.15% of portfolio, with an estimated market value of $286K.

What does the chart on this IRDM ownership page compare?

The chart compares Values First Advisors, Inc.'s quarterly IRDM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Values First Advisors, Inc. time their IRDM position?

Based on 13F filing dates vs. subsequent IRDM price moves, Values First Advisors, Inc. correctly timed 5 out of 16 reported position changes (31%). The annualised alpha on IRDM relative to SPY over the holding period was -10.7%.

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