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AVANTAX ADVISORY SERVICES, INC.: ACN position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 53,238 ACN 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 53,238 shares
    Change vs previous 13F -6,924 shares

    0.09% of the 13F portfolio, value $15,912,245.

    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 60,162 shares
    Change vs previous 13F +2,727 shares

    0.11% of the 13F portfolio, value $18,773,024.

    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 57,435 shares
    Change vs previous 13F +775 shares

    0.13% of the 13F portfolio, value $20,204,933.

    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 56,660 shares
    Change vs previous 13F +141 shares

    0.13% of the 13F portfolio, value $20,028,190.

    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 56,519 shares
    Change vs previous 13F +17,590 shares

    0.12% of the 13F portfolio, value $17,148,557.

    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 38,929 shares
    Change vs previous 13F +4,775 shares

    0.12% of the 13F portfolio, value $13,493,153.

    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 34,154 shares
    Change vs previous 13F +40 shares

    0.12% of the 13F portfolio, value $11,985,097.

    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 34,114 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $10,476,716.

    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).