Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: AB position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 15,644 AB 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 15,644 shares
    Change vs previous 13F -814 shares

    <0.01% of the 13F portfolio, value $638,751.

    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 16,458 shares
    Change vs previous 13F -272 shares

    <0.01% of the 13F portfolio, value $630,517.

    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 16,730 shares
    Change vs previous 13F +1,501 shares

    <0.01% of the 13F portfolio, value $620,511.

    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 15,229 shares
    Change vs previous 13F +1,510 shares

    <0.01% of the 13F portfolio, value $531,328.

    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 13,719 shares
    Change vs previous 13F +442 shares

    <0.01% of the 13F portfolio, value $463,580.

    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 13,277 shares
    Change vs previous 13F +5,263 shares

    <0.01% of the 13F portfolio, value $461,242.

    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 8,014 shares
    Change vs previous 13F +565 shares

    <0.01% of the 13F portfolio, value $248,674.

    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 7,449 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $226,077.

    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).