AVANTAX ADVISORY SERVICES, INC.: AGYS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on AGYS, newest first. How the timeline and the estimate are built.
AVANTAX ADVISORY SERVICES, INC. held 8,649 AGYS shares at 2025-06-30 per its 13F-HR filed 2025-08-08.
the latest 13F is the newest step
- period ended2025-06-3013F 8,649 sharesChange vs previous 13F -821 shares
0.01% of the 13F portfolio, value $991,521.
13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,470 sharesChange vs previous 13F +1,923 shares
<0.01% of the 13F portfolio, value $686,954.
13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,547 sharesChange vs previous 13F +717 shares
0.01% of the 13F portfolio, value $994,015.
13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,830 sharesChange vs previous 13F -186 shares
<0.01% of the 13F portfolio, value $744,265.
13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 7,016 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $730,646.
13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).