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AVANTAX ADVISORY SERVICES, INC.: BIZD position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 127,289 BIZD 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 127,289 shares
    Change vs previous 13F +12,461 shares

    0.01% of the 13F portfolio, value $2,072,256.

    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 114,828 shares
    Change vs previous 13F +5,907 shares

    0.01% of the 13F portfolio, value $1,924,518.

    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 108,921 shares
    Change vs previous 13F +12,394 shares

    0.01% of the 13F portfolio, value $1,811,359.

    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 96,527 shares
    Change vs previous 13F +32,833 shares

    0.01% of the 13F portfolio, value $1,598,480.

    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 63,694 shares
    Change vs previous 13F +917 shares

    0.01% of the 13F portfolio, value $1,089,798.

    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 62,777 shares
    Change vs previous 13F +1,734 shares

    0.01% of the 13F portfolio, value $1,060,934.

    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 61,043 shares
    Change vs previous 13F -1,638 shares

    0.01% of the 13F portfolio, value $979,137.

    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 62,681 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,004,775.

    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).