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AVANTAX ADVISORY SERVICES, INC.: AOR position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 41,105 AOR 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 41,105 shares
    Change vs previous 13F -479 shares

    0.01% of the 13F portfolio, value $2,530,839.

    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 41,584 shares
    Change vs previous 13F -35,818 shares

    0.01% of the 13F portfolio, value $2,394,000.

    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 77,402 shares
    Change vs previous 13F +36,140 shares

    0.03% of the 13F portfolio, value $4,436,688.

    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 41,262 shares
    Change vs previous 13F +1,155 shares

    0.02% of the 13F portfolio, value $2,444,374.

    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 40,107 shares
    Change vs previous 13F -1,889 shares

    0.02% of the 13F portfolio, value $2,258,835.

    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 41,996 shares
    Change vs previous 13F -1,818 shares

    0.02% of the 13F portfolio, value $2,337,929.

    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 43,814 shares
    Change vs previous 13F +9,548 shares

    0.02% of the 13F portfolio, value $2,330,458.

    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 34,266 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,693,101.

    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).