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AVANTAX ADVISORY SERVICES, INC.: ALL position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 23,573 ALL 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 23,573 shares
    Change vs previous 13F +704 shares

    0.03% of the 13F portfolio, value $4,745,475.

    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 22,869 shares
    Change vs previous 13F -1,209 shares

    0.03% of the 13F portfolio, value $4,735,536.

    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 24,078 shares
    Change vs previous 13F +749 shares

    0.03% of the 13F portfolio, value $4,642,004.

    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 23,329 shares
    Change vs previous 13F +585 shares

    0.03% of the 13F portfolio, value $4,424,267.

    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 22,744 shares
    Change vs previous 13F -262 shares

    0.03% of the 13F portfolio, value $3,631,258.

    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 23,006 shares
    Change vs previous 13F -26 shares

    0.04% of the 13F portfolio, value $3,980,254.

    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 23,032 shares
    Change vs previous 13F +1,446 shares

    0.03% of the 13F portfolio, value $3,224,033.

    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 21,586 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,404,933.

    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).