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AVANTAX ADVISORY SERVICES, INC.: AVUS position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 76,574 AVUS 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 76,574 shares
    Change vs previous 13F -15,308 shares

    0.04% of the 13F portfolio, value $7,720,186.

    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 91,882 shares
    Change vs previous 13F +560 shares

    0.05% of the 13F portfolio, value $8,488,042.

    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 91,322 shares
    Change vs previous 13F +14,301 shares

    0.06% of the 13F portfolio, value $8,851,856.

    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 77,021 shares
    Change vs previous 13F +64 shares

    0.05% of the 13F portfolio, value $7,328,518.

    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 76,957 shares
    Change vs previous 13F +5,234 shares

    0.05% of the 13F portfolio, value $6,940,730.

    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 71,723 shares
    Change vs previous 13F -6,518 shares

    0.06% of the 13F portfolio, value $6,419,222.

    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 78,241 shares
    Change vs previous 13F +32,901 shares

    0.06% of the 13F portfolio, value $6,380,594.

    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 45,340 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,321,591.

    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).