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AVANTAX ADVISORY SERVICES, INC.: AGG position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 9,265,056 AGG 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 9,265,056 shares
    Change vs previous 13F +31,854 shares

    5.05% of the 13F portfolio, value $919,093,500.

    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 9,233,202 shares
    Change vs previous 13F +239,444 shares

    5.54% of the 13F portfolio, value $913,348,278.

    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 8,993,758 shares
    Change vs previous 13F +263,431 shares

    5.47% of the 13F portfolio, value $871,495,064.

    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 8,730,327 shares
    Change vs previous 13F +4,377,465 shares

    5.8% of the 13F portfolio, value $884,120,102.

    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 4,352,862 shares
    Change vs previous 13F +764,090 shares

    3.01% of the 13F portfolio, value $422,532,238.

    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 3,588,772 shares
    Change vs previous 13F +74,059 shares

    3.12% of the 13F portfolio, value $351,484,258.

    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 3,514,713 shares
    Change vs previous 13F +134,337 shares

    3.46% of the 13F portfolio, value $348,835,201.

    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 3,380,376 shares
    Change vs previous 13F not available

    3.56% of the 13F portfolio, value $317,890,459.

    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).