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AVANTAX ADVISORY SERVICES, INC.: ATO position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 57,832 ATO 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 57,832 shares
    Change vs previous 13F +405 shares

    0.05% of the 13F portfolio, value $8,912,560.

    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 57,427 shares
    Change vs previous 13F +1,980 shares

    0.05% of the 13F portfolio, value $8,877,051.

    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 55,447 shares
    Change vs previous 13F +766 shares

    0.05% of the 13F portfolio, value $7,722,107.

    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 54,681 shares
    Change vs previous 13F +1,475 shares

    0.05% of the 13F portfolio, value $7,584,814.

    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 53,206 shares
    Change vs previous 13F +3,477 shares

    0.04% of the 13F portfolio, value $6,206,515.

    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 49,729 shares
    Change vs previous 13F +6 shares

    0.05% of the 13F portfolio, value $5,911,297.

    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 49,723 shares
    Change vs previous 13F -931 shares

    0.06% of the 13F portfolio, value $5,762,931.

    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 50,654 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,365,814.

    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).