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AVANTAX ADVISORY SERVICES, INC.: ARM position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 4,502 ARM 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 4,502 shares
    Change vs previous 13F -451 shares

    <0.01% of the 13F portfolio, value $728,153.

    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 4,953 shares
    Change vs previous 13F -1,315 shares

    <0.01% of the 13F portfolio, value $528,931.

    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 6,268 shares
    Change vs previous 13F -792 shares

    <0.01% of the 13F portfolio, value $773,220.

    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 7,060 shares
    Change vs previous 13F +1,637 shares

    0.01% of the 13F portfolio, value $1,009,651.

    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 5,423 shares
    Change vs previous 13F +2,700 shares

    0.01% of the 13F portfolio, value $887,311.

    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 2,723 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $340,348.

    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).