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AVANTAX ADVISORY SERVICES, INC.: AGZ position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 33,319 AGZ 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 33,319 shares
    Change vs previous 13F +4,458 shares

    0.02% of the 13F portfolio, value $3,655,068.

    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 28,861 shares
    Change vs previous 13F -3,270 shares

    0.02% of the 13F portfolio, value $3,158,566.

    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 32,131 shares
    Change vs previous 13F -123,726 shares

    0.02% of the 13F portfolio, value $3,468,876.

    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 155,857 shares
    Change vs previous 13F +8,513 shares

    0.11% of the 13F portfolio, value $17,206,638.

    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 147,344 shares
    Change vs previous 13F +10,703 shares

    0.11% of the 13F portfolio, value $15,857,119.

    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 136,641 shares
    Change vs previous 13F +9,006 shares

    0.13% of the 13F portfolio, value $14,764,035.

    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 127,635 shares
    Change vs previous 13F +18,917 shares

    0.14% of the 13F portfolio, value $13,839,822.

    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 108,718 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $11,502,471.

    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).