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AVANTAX ADVISORY SERVICES, INC.: ADP position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 36,681 ADP 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 36,681 shares
    Change vs previous 13F +2,217 shares

    0.06% of the 13F portfolio, value $11,312,480.

    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 34,464 shares
    Change vs previous 13F +2,289 shares

    0.06% of the 13F portfolio, value $10,529,696.

    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 32,175 shares
    Change vs previous 13F +2,203 shares

    0.06% of the 13F portfolio, value $9,418,640.

    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 29,972 shares
    Change vs previous 13F -2,357 shares

    0.05% of the 13F portfolio, value $8,294,149.

    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 32,329 shares
    Change vs previous 13F +13,915 shares

    0.06% of the 13F portfolio, value $7,716,710.

    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 18,414 shares
    Change vs previous 13F +3,465 shares

    0.04% of the 13F portfolio, value $4,598,821.

    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 14,949 shares
    Change vs previous 13F -1,195 shares

    0.03% of the 13F portfolio, value $3,482,651.

    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 16,144 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,883,901.

    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).