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AVANTAX ADVISORY SERVICES, INC.: BEP position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 25,926 BEP 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 25,926 shares
    Change vs previous 13F +553 shares

    <0.01% of the 13F portfolio, value $661,362.

    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 25,373 shares
    Change vs previous 13F +1,221 shares

    <0.01% of the 13F portfolio, value $562,272.

    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 24,152 shares
    Change vs previous 13F +724 shares

    <0.01% of the 13F portfolio, value $550,417.

    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 23,428 shares
    Change vs previous 13F +1,584 shares

    <0.01% of the 13F portfolio, value $660,210.

    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 21,844 shares
    Change vs previous 13F +1,119 shares

    <0.01% of the 13F portfolio, value $541,080.

    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 20,725 shares
    Change vs previous 13F +3,048 shares

    <0.01% of the 13F portfolio, value $481,439.

    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 17,677 shares
    Change vs previous 13F -559 shares

    <0.01% of the 13F portfolio, value $464,540.

    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 18,236 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $396,446.

    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).