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AVANTAX ADVISORY SERVICES, INC.: AVLV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 16,614 AVLV 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 16,614 shares
    Change vs previous 13F -603 shares

    0.01% of the 13F portfolio, value $1,133,251.

    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 17,217 shares
    Change vs previous 13F -2,326 shares

    0.01% of the 13F portfolio, value $1,122,721.

    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 19,543 shares
    Change vs previous 13F +403 shares

    0.01% of the 13F portfolio, value $1,304,907.

    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 19,140 shares
    Change vs previous 13F +308 shares

    0.01% of the 13F portfolio, value $1,259,967.

    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 18,832 shares
    Change vs previous 13F -2,797 shares

    0.01% of the 13F portfolio, value $1,183,411.

    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 21,629 shares
    Change vs previous 13F +12,027 shares

    0.01% of the 13F portfolio, value $1,389,902.

    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 9,602 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $554,608.

    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).