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AVANTAX ADVISORY SERVICES, INC.: AWK position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 12,654 AWK 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 12,654 shares
    Change vs previous 13F -1,045 shares

    0.01% of the 13F portfolio, value $1,760,306.

    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 13,699 shares
    Change vs previous 13F +190 shares

    0.01% of the 13F portfolio, value $2,020,877.

    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 13,509 shares
    Change vs previous 13F -1,347 shares

    0.01% of the 13F portfolio, value $1,681,794.

    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 14,856 shares
    Change vs previous 13F +953 shares

    0.01% of the 13F portfolio, value $2,172,533.

    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 13,903 shares
    Change vs previous 13F +8,264 shares

    0.01% of the 13F portfolio, value $1,795,721.

    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 5,639 shares
    Change vs previous 13F -5,118 shares

    0.01% of the 13F portfolio, value $689,187.

    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 10,757 shares
    Change vs previous 13F -594 shares

    0.01% of the 13F portfolio, value $1,419,839.

    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 11,351 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,405,644.

    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).