Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: BILS position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 14,829 BILS 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 14,829 shares
    Change vs previous 13F +1,321 shares

    0.01% of the 13F portfolio, value $1,474,460.

    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 13,508 shares
    Change vs previous 13F +121 shares

    0.01% of the 13F portfolio, value $1,343,902.

    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 13,387 shares
    Change vs previous 13F -2,002 shares

    0.01% of the 13F portfolio, value $1,327,355.

    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 15,389 shares
    Change vs previous 13F -4,131 shares

    0.01% of the 13F portfolio, value $1,532,473.

    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 19,520 shares
    Change vs previous 13F +1,390 shares

    0.01% of the 13F portfolio, value $1,939,726.

    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 18,130 shares
    Change vs previous 13F +1,652 shares

    0.02% of the 13F portfolio, value $1,802,451.

    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 16,478 shares
    Change vs previous 13F +6,052 shares

    0.02% of the 13F portfolio, value $1,633,340.

    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 10,426 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,036,643.

    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).