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AVANTAX ADVISORY SERVICES, INC.: ACGL position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 28,587 ACGL 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 28,587 shares
    Change vs previous 13F +2,235 shares

    0.01% of the 13F portfolio, value $2,602,831.

    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 26,352 shares
    Change vs previous 13F +3,382 shares

    0.02% of the 13F portfolio, value $2,534,512.

    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 22,970 shares
    Change vs previous 13F +1,036 shares

    0.01% of the 13F portfolio, value $2,121,237.

    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 21,934 shares
    Change vs previous 13F +1,796 shares

    0.02% of the 13F portfolio, value $2,453,976.

    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 20,138 shares
    Change vs previous 13F +11,604 shares

    0.01% of the 13F portfolio, value $2,031,723.

    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 8,534 shares
    Change vs previous 13F +1,045 shares

    0.01% of the 13F portfolio, value $788,883.

    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 7,489 shares
    Change vs previous 13F +867 shares

    0.01% of the 13F portfolio, value $556,208.

    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 6,622 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $527,840.

    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).