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AVANTAX ADVISORY SERVICES, INC.: BF-B position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 46,925 BF-B 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 46,925 shares
    Change vs previous 13F +6,379 shares

    0.01% of the 13F portfolio, value $1,262,764.

    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 40,546 shares
    Change vs previous 13F +7,942 shares

    0.01% of the 13F portfolio, value $1,376,141.

    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 32,604 shares
    Change vs previous 13F +4,638 shares

    0.01% of the 13F portfolio, value $1,238,315.

    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 27,966 shares
    Change vs previous 13F +4,174 shares

    0.01% of the 13F portfolio, value $1,375,938.

    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 23,792 shares
    Change vs previous 13F +4,555 shares

    0.01% of the 13F portfolio, value $1,027,562.

    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 19,237 shares
    Change vs previous 13F +2,153 shares

    0.01% of the 13F portfolio, value $993,036.

    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 17,084 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $975,475.

    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).