Skip to content
Disclosery

Values First Advisors, Inc.: FIZZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Values First Advisors, Inc. on FIZZ, newest first. How the timeline and the estimate are built.

Values First Advisors, Inc. held 55,957 FIZZ shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 55,957 shares
    Change vs previous 13F +18,284 shares

    0.8% of the 13F portfolio, value $1,745,852.

    13F-HR/A 0001398344-26-013386 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 37,673 shares
    Change vs previous 13F +283 shares

    0.66% of the 13F portfolio, value $1,267,698.

    13F-HR 0001398344-26-006614 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 37,390 shares
    Change vs previous 13F -2,509 shares

    0.62% of the 13F portfolio, value $1,192,351.

    13F-HR 0001398344-26-001629 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 39,899 shares
    Change vs previous 13F -424 shares

    0.79% of the 13F portfolio, value $1,473,067.

    13F-HR 0001398344-25-019434 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 40,323 shares
    Change vs previous 13F -2,457 shares

    0.95% of the 13F portfolio, value $1,743,572.

    13F-HR 0001398344-25-013953 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 42,780 shares
    Change vs previous 13F +213 shares

    1.04% of the 13F portfolio, value $1,778,917.

    13F-HR 0001398344-25-008076 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 42,567 shares
    Change vs previous 13F -1,783 shares

    1% of the 13F portfolio, value $1,816,326.

    13F-HR 0001398344-25-001383 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 44,350 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $2,081,782.

    13F-HR 0001398344-24-019207 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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