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AVANTAX ADVISORY SERVICES, INC.: APRT position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 7,628 APRT 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 7,628 shares
    Change vs previous 13F -5,115 shares

    <0.01% of the 13F portfolio, value $299,513.

    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 12,743 shares
    Change vs previous 13F -15,591 shares

    <0.01% of the 13F portfolio, value $472,510.

    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 28,334 shares
    Change vs previous 13F -31,343 shares

    0.01% of the 13F portfolio, value $1,092,406.

    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 59,677 shares
    Change vs previous 13F -4,922 shares

    0.01% of the 13F portfolio, value $2,254,740.

    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 64,599 shares
    Change vs previous 13F +36,509 shares

    0.02% of the 13F portfolio, value $2,335,215.

    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 28,090 shares
    Change vs previous 13F -1,154 shares

    0.01% of the 13F portfolio, value $979,077.

    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 29,244 shares
    Change vs previous 13F -2,485 shares

    0.01% of the 13F portfolio, value $979,159.

    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 31,729 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $977,062.

    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).