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AVANTAX ADVISORY SERVICES, INC.: ARCC position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 217,211 ARCC 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 217,211 shares
    Change vs previous 13F +31,141 shares

    0.03% of the 13F portfolio, value $4,769,952.

    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 186,070 shares
    Change vs previous 13F +80,204 shares

    0.03% of the 13F portfolio, value $4,123,311.

    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 105,866 shares
    Change vs previous 13F +2,629 shares

    0.01% of the 13F portfolio, value $2,317,403.

    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 103,237 shares
    Change vs previous 13F -81,481 shares

    0.01% of the 13F portfolio, value $2,161,773.

    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 184,718 shares
    Change vs previous 13F +60,714 shares

    0.03% of the 13F portfolio, value $3,849,519.

    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 124,004 shares
    Change vs previous 13F +30,811 shares

    0.02% of the 13F portfolio, value $2,581,767.

    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 93,193 shares
    Change vs previous 13F +20,455 shares

    0.02% of the 13F portfolio, value $1,866,659.

    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 72,738 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,416,206.

    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).