AVANTAX ADVISORY SERVICES, INC.: AZO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on AZO, newest first. How the timeline and the estimate are built.
AVANTAX ADVISORY SERVICES, INC. held 2,742 AZO shares at 2025-06-30 per its 13F-HR filed 2025-08-08.
the latest 13F is the newest step
- period ended2025-06-3013F 2,742 sharesChange vs previous 13F +210 shares
0.06% of the 13F portfolio, value $10,179,391.
13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,532 sharesChange vs previous 13F +89 shares
0.06% of the 13F portfolio, value $9,652,880.
13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,443 sharesChange vs previous 13F +56 shares
0.05% of the 13F portfolio, value $7,823,949.
13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,387 sharesChange vs previous 13F +95 shares
0.05% of the 13F portfolio, value $7,519,145.
13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 2,292 sharesChange vs previous 13F +315 shares
0.05% of the 13F portfolio, value $6,793,717.
13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 1,977 sharesChange vs previous 13F -41 shares
0.06% of the 13F portfolio, value $6,230,812.
13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 2,018 sharesChange vs previous 13F +51 shares
0.05% of the 13F portfolio, value $5,217,761.
13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 1,967 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $4,996,160.
13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).