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AVANTAX ADVISORY SERVICES, INC.: APRW position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 16,617 APRW 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 16,617 shares
    Change vs previous 13F -148 shares

    <0.01% of the 13F portfolio, value $554,394.

    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 16,765 shares
    Change vs previous 13F +2,887 shares

    <0.01% of the 13F portfolio, value $537,989.

    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 13,878 shares
    Change vs previous 13F -27,252 shares

    <0.01% of the 13F portfolio, value $455,615.

    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 41,130 shares
    Change vs previous 13F -11,781 shares

    0.01% of the 13F portfolio, value $1,326,216.

    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 52,911 shares
    Change vs previous 13F +38,681 shares

    0.01% of the 13F portfolio, value $1,646,791.

    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 14,230 shares
    Change vs previous 13F +4,506 shares

    <0.01% of the 13F portfolio, value $430,600.

    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 9,724 shares
    Change vs previous 13F -1,270 shares

    <0.01% of the 13F portfolio, value $286,955.

    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 10,994 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $307,715.

    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).