Values First Advisors’s Tandy Leather Factory TLF Stock Holding History

Values First Advisors’s Portfolio TLF Stock Details TLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$134K	Buy	57,792 +15,233	+36%	+$41K	0.07%	164
2025 Q4	$117K	Sell	42,559 -10,348	-20%	-$29.4K	0.06%	169
2025 Q3	$159K	Sell	52,907 -984	-2%	-$3.19K	0.09%	156
2025 Q2	$167K	Buy	53,891 +602	+1%	+$1.77K	0.09%	164
2025 Q1	$155K	Buy	53,289 +13,838	+35%	+$55.3K	0.09%	163
2024 Q4	$189K	Buy	39,451 +374	+1%	+$1.63K	0.1%	169
2024 Q3	$164K	Sell	39,077 -642	-2%	-$2.71K	0.09%	160
2024 Q2	$179K	Sell	39,719 -73	-0.2%	-$338	0.11%	149
2024 Q1	$185K	Buy	39,792 +3,228	+9%	+$14.7K	0.11%	153
2023 Q4	$156K	Buy	36,564 +2,824	+8%	+$12K	0.09%	147
2023 Q3	$142K	Sell	33,740 -209	-0.6%	-$891	0.09%	144
2023 Q2	$143K	Buy	33,949 +736	+2%	+$3.16K	0.09%	152
2023 Q1	$156K	Buy	33,213 +751	+2%	+$3.36K	0.1%	150
2022 Q4	$138K	Buy	32,462 +67	+0.2%	+$283	0.1%	136
2022 Q3	$118K	Buy	+32,395	New	+$139K	0.08%	142
2020 Q3	–	Sell	-32,599	Closed	-$111K	–	145
2020 Q2	$111K	Sell	32,599 -780	-2%	-$2.79K	0.11%	131
2020 Q1	$120K	Buy	33,379 +2,799	+9%	+$13.6K	0.14%	119
2019 Q4	$175K	Buy	+30,580	New	+$154K	0.17%	123

Other funds holding TLF

Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return

JIM

JCP Investment Management Houston, Texas $150M AUM 19.22% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

BFM

Brooklands Fund Management London, United Kingdom $88.9M AUM

VIP

Value Investment Professionals New York $119M AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Values First Advisors's TLF Position: Q1 2026 in Review

Values First Advisors increased its Tandy Leather Factory (TLF) stake by 36% in Q1 2026, buying an estimated $41K and bringing the position to 57,792 shares worth $134K. The position accounts for 0.07% of the portfolio, ranked #164.

Values First Advisors first reported a position in TLF in Q4 2019 and has held it in 18 quarters since. The position peaked at $189K in Q4 2024. 23 funds tracked by Wall St. Rank hold TLF as of Q1 2026.

Values First Advisors held 57,792 shares of Tandy Leather Factory worth $134K as of Q1 2026.
Values First Advisors bought 15,233 Tandy Leather Factory shares in Q1 2026, an estimated $41K.
Tandy Leather Factory made up 0.07% of Values First Advisors's portfolio in Q1 2026, its #164 holding.
Values First Advisors first reported a position in Tandy Leather Factory in Q4 2019 and has held it in 18 quarters since.
Values First Advisors's Tandy Leather Factory position peaked at $189K in Q4 2024.
23 funds tracked by Wall St. Rank held Tandy Leather Factory as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.