Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: FIZZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on FIZZ, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 7,107 FIZZ shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 7,107 shares
    Change vs previous 13F +383 shares

    <0.01% of the 13F portfolio, value $307,289.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 6,724 shares
    Change vs previous 13F +39 shares

    <0.01% of the 13F portfolio, value $279,326.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 6,685 shares
    Change vs previous 13F +31 shares

    <0.01% of the 13F portfolio, value $285,260.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 6,654 shares
    Change vs previous 13F +388 shares

    <0.01% of the 13F portfolio, value $312,351.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 6,266 shares
    Change vs previous 13F +51 shares

    <0.01% of the 13F portfolio, value $321,089.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 6,215 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $294,981.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 6,215 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $309,028.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 6,215 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $292,247.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).