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AVANTAX ADVISORY SERVICES, INC.: AEP position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 57,923 AEP 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 57,923 shares
    Change vs previous 13F +58 shares

    0.03% of the 13F portfolio, value $6,010,059.

    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 57,865 shares
    Change vs previous 13F +682 shares

    0.04% of the 13F portfolio, value $6,322,959.

    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 57,183 shares
    Change vs previous 13F +3,075 shares

    0.03% of the 13F portfolio, value $5,273,956.

    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 54,108 shares
    Change vs previous 13F +2,774 shares

    0.04% of the 13F portfolio, value $5,551,515.

    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 51,334 shares
    Change vs previous 13F +31,624 shares

    0.03% of the 13F portfolio, value $4,504,072.

    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 19,710 shares
    Change vs previous 13F -891 shares

    0.02% of the 13F portfolio, value $1,697,064.

    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 20,601 shares
    Change vs previous 13F -468 shares

    0.02% of the 13F portfolio, value $1,673,210.

    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 21,069 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,584,780.

    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).