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AVANTAX ADVISORY SERVICES, INC.: AJG position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 26,655 AJG 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 26,655 shares
    Change vs previous 13F +3,726 shares

    0.05% of the 13F portfolio, value $8,532,724.

    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 22,929 shares
    Change vs previous 13F +4,636 shares

    0.05% of the 13F portfolio, value $7,915,993.

    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 18,293 shares
    Change vs previous 13F +513 shares

    0.03% of the 13F portfolio, value $5,192,453.

    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 17,780 shares
    Change vs previous 13F -4,051 shares

    0.03% of the 13F portfolio, value $5,002,779.

    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 21,831 shares
    Change vs previous 13F +7,125 shares

    0.04% of the 13F portfolio, value $5,661,054.

    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 14,706 shares
    Change vs previous 13F +228 shares

    0.03% of the 13F portfolio, value $3,677,019.

    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 14,478 shares
    Change vs previous 13F +344 shares

    0.03% of the 13F portfolio, value $3,255,892.

    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 14,134 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,221,537.

    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).