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AVANTAX ADVISORY SERVICES, INC.: AGGH position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 138,554 AGGH 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 138,554 shares
    Change vs previous 13F +12,503 shares

    0.02% of the 13F portfolio, value $2,859,756.

    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 126,051 shares
    Change vs previous 13F +9,514 shares

    0.02% of the 13F portfolio, value $2,665,987.

    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 116,537 shares
    Change vs previous 13F +30,547 shares

    0.02% of the 13F portfolio, value $2,404,156.

    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 85,990 shares
    Change vs previous 13F +12,864 shares

    0.01% of the 13F portfolio, value $1,866,844.

    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 73,126 shares
    Change vs previous 13F -5,130 shares

    0.01% of the 13F portfolio, value $1,518,093.

    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 78,256 shares
    Change vs previous 13F +14,232 shares

    0.01% of the 13F portfolio, value $1,677,018.

    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 64,024 shares
    Change vs previous 13F +10,402 shares

    0.01% of the 13F portfolio, value $1,413,657.

    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 53,622 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,143,757.

    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).