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AVANTAX ADVISORY SERVICES, INC.: AIRR position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 177,955 AIRR 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 177,955 shares
    Change vs previous 13F +21,447 shares

    0.08% of the 13F portfolio, value $14,485,536.

    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 156,508 shares
    Change vs previous 13F +41,432 shares

    0.06% of the 13F portfolio, value $10,675,420.

    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 115,076 shares
    Change vs previous 13F +11,625 shares

    0.06% of the 13F portfolio, value $8,865,417.

    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 103,451 shares
    Change vs previous 13F +23,608 shares

    0.05% of the 13F portfolio, value $7,724,717.

    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 79,843 shares
    Change vs previous 13F -7,369 shares

    0.04% of the 13F portfolio, value $5,454,074.

    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 87,212 shares
    Change vs previous 13F -4,799 shares

    0.05% of the 13F portfolio, value $5,871,950.

    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 92,011 shares
    Change vs previous 13F +10,016 shares

    0.05% of the 13F portfolio, value $5,321,932.

    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 81,995 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,224,367.

    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).