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AVANTAX ADVISORY SERVICES, INC.: AGGY position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 28,317 AGGY 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 28,317 shares
    Change vs previous 13F -876 shares

    0.01% of the 13F portfolio, value $1,235,460.

    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 29,193 shares
    Change vs previous 13F +338 shares

    0.01% of the 13F portfolio, value $1,267,869.

    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 28,855 shares
    Change vs previous 13F -634 shares

    0.01% of the 13F portfolio, value $1,238,467.

    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 29,489 shares
    Change vs previous 13F -5,925 shares

    0.01% of the 13F portfolio, value $1,318,467.

    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 35,414 shares
    Change vs previous 13F +3,285 shares

    0.01% of the 13F portfolio, value $1,521,389.

    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 32,129 shares
    Change vs previous 13F +393 shares

    0.01% of the 13F portfolio, value $1,394,397.

    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 31,736 shares
    Change vs previous 13F +1,378 shares

    0.01% of the 13F portfolio, value $1,397,031.

    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 30,358 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,260,175.

    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).