AVANTAX ADVISORY SERVICES, INC.: APP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on APP, newest first. How the timeline and the estimate are built.
AVANTAX ADVISORY SERVICES, INC. held 16,603 APP shares at 2025-06-30 per its 13F-HR filed 2025-08-08.
the latest 13F is the newest step
- period ended2025-06-3013F 16,603 sharesChange vs previous 13F +677 shares
0.03% of the 13F portfolio, value $5,812,361.
13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 15,926 sharesChange vs previous 13F +2,120 shares
0.03% of the 13F portfolio, value $4,219,899.
13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,806 sharesChange vs previous 13F -2,800 shares
0.03% of the 13F portfolio, value $4,470,797.
13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 16,606 sharesChange vs previous 13F +6,681 shares
0.01% of the 13F portfolio, value $2,167,913.
13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 9,925 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $825,959.
13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).