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AVANTAX ADVISORY SERVICES, INC.: APH position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 46,515 APH 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 46,515 shares
    Change vs previous 13F -20,921 shares

    0.03% of the 13F portfolio, value $4,593,373.

    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 67,436 shares
    Change vs previous 13F +8,506 shares

    0.03% of the 13F portfolio, value $4,423,155.

    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 58,930 shares
    Change vs previous 13F +4,483 shares

    0.03% of the 13F portfolio, value $4,092,666.

    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 54,447 shares
    Change vs previous 13F +6,817 shares

    0.02% of the 13F portfolio, value $3,547,788.

    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 47,630 shares
    Change vs previous 13F +29,087 shares

    0.02% of the 13F portfolio, value $3,208,831.

    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 18,543 shares
    Change vs previous 13F -8,387 shares

    0.02% of the 13F portfolio, value $2,138,968.

    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 26,930 shares
    Change vs previous 13F +899 shares

    0.03% of the 13F portfolio, value $2,669,615.

    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 26,031 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,186,368.

    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).