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AVANTAX ADVISORY SERVICES, INC.: BA position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 47,234 BA 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 47,234 shares
    Change vs previous 13F +932 shares

    0.05% of the 13F portfolio, value $9,896,863.

    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 46,302 shares
    Change vs previous 13F +4,757 shares

    0.05% of the 13F portfolio, value $7,896,773.

    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 41,545 shares
    Change vs previous 13F +2,145 shares

    0.05% of the 13F portfolio, value $7,353,422.

    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 39,400 shares
    Change vs previous 13F +4,903 shares

    0.04% of the 13F portfolio, value $5,990,404.

    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 34,497 shares
    Change vs previous 13F -60 shares

    0.04% of the 13F portfolio, value $6,278,783.

    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 34,557 shares
    Change vs previous 13F -3,813 shares

    0.06% of the 13F portfolio, value $6,669,087.

    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 38,370 shares
    Change vs previous 13F +1,629 shares

    0.1% of the 13F portfolio, value $10,001,557.

    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 36,741 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,042,441.

    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).