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AVANTAX ADVISORY SERVICES, INC.: AVGO position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 284,839 AVGO 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 284,839 shares
    Change vs previous 13F +23,919 shares

    0.43% of the 13F portfolio, value $78,515,781.

    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 260,920 shares
    Change vs previous 13F +4,871 shares

    0.27% of the 13F portfolio, value $43,685,834.

    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 256,049 shares
    Change vs previous 13F +15,193 shares

    0.37% of the 13F portfolio, value $59,362,411.

    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 240,856 shares
    Change vs previous 13F +216,940 shares

    0.27% of the 13F portfolio, value $41,547,645.

    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 23,916 shares
    Change vs previous 13F +10,603 shares

    0.27% of the 13F portfolio, value $38,397,098.

    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 13,313 shares
    Change vs previous 13F +1,290 shares

    0.16% of the 13F portfolio, value $17,645,765.

    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 12,023 shares
    Change vs previous 13F -3,243 shares

    0.13% of the 13F portfolio, value $13,421,127.

    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 15,266 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $12,679,757.

    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).