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AVANTAX ADVISORY SERVICES, INC.: APD position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 67,111 APD 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 67,111 shares
    Change vs previous 13F +2,748 shares

    0.1% of the 13F portfolio, value $18,929,418.

    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 64,363 shares
    Change vs previous 13F +2,547 shares

    0.12% of the 13F portfolio, value $18,981,826.

    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 61,816 shares
    Change vs previous 13F +2,282 shares

    0.11% of the 13F portfolio, value $17,929,020.

    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 59,534 shares
    Change vs previous 13F +3,245 shares

    0.12% of the 13F portfolio, value $17,725,700.

    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 56,289 shares
    Change vs previous 13F +31,408 shares

    0.1% of the 13F portfolio, value $14,525,480.

    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 24,881 shares
    Change vs previous 13F +14,981 shares

    0.05% of the 13F portfolio, value $6,028,014.

    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 9,900 shares
    Change vs previous 13F +1,902 shares

    0.03% of the 13F portfolio, value $2,710,553.

    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 7,998 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,266,569.

    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).