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AVANTAX ADVISORY SERVICES, INC.: BLKB position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 12,168 BLKB 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 12,168 shares
    Change vs previous 13F +352 shares

    <0.01% of the 13F portfolio, value $781,288.

    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 11,816 shares
    Change vs previous 13F +210 shares

    <0.01% of the 13F portfolio, value $733,164.

    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 11,606 shares
    Change vs previous 13F -1,114 shares

    0.01% of the 13F portfolio, value $857,893.

    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 12,720 shares
    Change vs previous 13F -139 shares

    0.01% of the 13F portfolio, value $1,077,104.

    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 12,859 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $979,456.

    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).