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AVANTAX ADVISORY SERVICES, INC.: ARKK position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 42,612 ARKK 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 42,612 shares
    Change vs previous 13F -186 shares

    0.02% of the 13F portfolio, value $2,995,170.

    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 42,798 shares
    Change vs previous 13F +3,183 shares

    0.01% of the 13F portfolio, value $2,036,321.

    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 39,615 shares
    Change vs previous 13F -2,616 shares

    0.01% of the 13F portfolio, value $2,248,940.

    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 42,231 shares
    Change vs previous 13F -5,241 shares

    0.01% of the 13F portfolio, value $2,007,255.

    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 47,472 shares
    Change vs previous 13F -10,353 shares

    0.01% of the 13F portfolio, value $2,086,373.

    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 57,825 shares
    Change vs previous 13F +1,498 shares

    0.03% of the 13F portfolio, value $2,895,876.

    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 56,327 shares
    Change vs previous 13F +9,697 shares

    0.03% of the 13F portfolio, value $2,949,864.

    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 46,630 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,849,802.

    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).