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AVANTAX ADVISORY SERVICES, INC.: AFGR position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 11,987 AFGR 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 11,987 shares
    Change vs previous 13F -926 shares

    <0.01% of the 13F portfolio, value $403,243.

    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 12,913 shares
    Change vs previous 13F -3,149 shares

    <0.01% of the 13F portfolio, value $352,654.

    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 16,062 shares
    Change vs previous 13F -2,527 shares

    <0.01% of the 13F portfolio, value $485,241.

    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 18,589 shares
    Change vs previous 13F -2,679 shares

    <0.01% of the 13F portfolio, value $528,069.

    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 21,268 shares
    Change vs previous 13F -2,609 shares

    <0.01% of the 13F portfolio, value $600,821.

    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 23,877 shares
    Change vs previous 13F -4,604 shares

    0.01% of the 13F portfolio, value $656,618.

    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 28,481 shares
    Change vs previous 13F -1,584 shares

    0.01% of the 13F portfolio, value $683,117.

    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 30,065 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $612,156.

    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).