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AVANTAX ADVISORY SERVICES, INC.: APO position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 11,284 APO 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 11,284 shares
    Change vs previous 13F -1,178 shares

    0.01% of the 13F portfolio, value $1,600,795.

    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 12,462 shares
    Change vs previous 13F +2,397 shares

    0.01% of the 13F portfolio, value $1,706,564.

    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 10,065 shares
    Change vs previous 13F +1,551 shares

    0.01% of the 13F portfolio, value $1,662,415.

    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 8,514 shares
    Change vs previous 13F -10,322 shares

    0.01% of the 13F portfolio, value $1,063,542.

    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 18,836 shares
    Change vs previous 13F -2,345 shares

    0.02% of the 13F portfolio, value $2,224,017.

    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 21,181 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,381,854.

    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).