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AVANTAX ADVISORY SERVICES, INC.: AAPL position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 1,239,536 AAPL 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 1,239,536 shares
    Change vs previous 13F -12,530 shares

    1.4% of the 13F portfolio, value $254,315,624.

    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 1,252,066 shares
    Change vs previous 13F +51,111 shares

    1.69% of the 13F portfolio, value $278,121,411.

    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 1,200,955 shares
    Change vs previous 13F +87,314 shares

    1.89% of the 13F portfolio, value $300,743,063.

    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 1,113,641 shares
    Change vs previous 13F +8,646 shares

    1.7% of the 13F portfolio, value $259,478,304.

    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 1,104,995 shares
    Change vs previous 13F +254,860 shares

    1.66% of the 13F portfolio, value $232,733,939.

    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 850,135 shares
    Change vs previous 13F +16,495 shares

    1.29% of the 13F portfolio, value $145,781,063.

    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 833,640 shares
    Change vs previous 13F -40,880 shares

    1.59% of the 13F portfolio, value $160,500,732.

    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 874,520 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $149,726,623.

    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).