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AVANTAX ADVISORY SERVICES, INC.: BIL position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 332,526 BIL 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 332,526 shares
    Change vs previous 13F -38,223 shares

    0.17% of the 13F portfolio, value $30,502,604.

    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 370,749 shares
    Change vs previous 13F +33,864 shares

    0.21% of the 13F portfolio, value $34,008,846.

    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 336,885 shares
    Change vs previous 13F +46,951 shares

    0.19% of the 13F portfolio, value $30,801,402.

    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 289,934 shares
    Change vs previous 13F -32,363 shares

    0.17% of the 13F portfolio, value $26,618,838.

    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 322,297 shares
    Change vs previous 13F +200,917 shares

    0.21% of the 13F portfolio, value $29,580,431.

    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 121,380 shares
    Change vs previous 13F -160,516 shares

    0.1% of the 13F portfolio, value $11,142,665.

    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 281,896 shares
    Change vs previous 13F +196,369 shares

    0.26% of the 13F portfolio, value $25,762,442.

    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 85,527 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,853,045.

    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).