Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: AVUV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 153,031 AVUV 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 153,031 shares
    Change vs previous 13F -10,903 shares

    0.08% of the 13F portfolio, value $13,941,129.

    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 163,934 shares
    Change vs previous 13F -3,850 shares

    0.09% of the 13F portfolio, value $14,290,119.

    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 167,784 shares
    Change vs previous 13F +7,736 shares

    0.1% of the 13F portfolio, value $16,196,198.

    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 160,048 shares
    Change vs previous 13F +20,236 shares

    0.1% of the 13F portfolio, value $15,356,630.

    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 139,812 shares
    Change vs previous 13F +20,443 shares

    0.09% of the 13F portfolio, value $12,543,947.

    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 119,369 shares
    Change vs previous 13F +77,354 shares

    0.1% of the 13F portfolio, value $11,186,076.

    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 42,015 shares
    Change vs previous 13F +28,217 shares

    0.04% of the 13F portfolio, value $3,772,916.

    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 13,798 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,075,582.

    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).