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AVANTAX ADVISORY SERVICES, INC.: ALB position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 9,872 ALB 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 9,872 shares
    Change vs previous 13F -5,951 shares

    <0.01% of the 13F portfolio, value $618,664.

    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 15,823 shares
    Change vs previous 13F -1,196 shares

    0.01% of the 13F portfolio, value $1,139,547.

    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 17,019 shares
    Change vs previous 13F +7,629 shares

    0.01% of the 13F portfolio, value $1,465,007.

    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 9,390 shares
    Change vs previous 13F +908 shares

    0.01% of the 13F portfolio, value $889,352.

    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 8,482 shares
    Change vs previous 13F +103 shares

    0.01% of the 13F portfolio, value $810,159.

    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 8,379 shares
    Change vs previous 13F +1,089 shares

    0.01% of the 13F portfolio, value $1,103,908.

    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 7,290 shares
    Change vs previous 13F -1,112 shares

    0.01% of the 13F portfolio, value $1,053,245.

    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 8,402 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,428,708.

    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).