Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: BLV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 65,179 BLV 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 65,179 shares
    Change vs previous 13F +14,582 shares

    0.02% of the 13F portfolio, value $4,532,528.

    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 50,597 shares
    Change vs previous 13F -2,586 shares

    0.02% of the 13F portfolio, value $3,563,035.

    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 53,183 shares
    Change vs previous 13F +4,944 shares

    0.02% of the 13F portfolio, value $3,639,320.

    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 48,239 shares
    Change vs previous 13F +5,101 shares

    0.02% of the 13F portfolio, value $3,626,121.

    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 43,138 shares
    Change vs previous 13F +6,406 shares

    0.02% of the 13F portfolio, value $3,032,138.

    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 36,732 shares
    Change vs previous 13F -47,291 shares

    0.02% of the 13F portfolio, value $2,656,838.

    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 84,023 shares
    Change vs previous 13F +54,558 shares

    0.06% of the 13F portfolio, value $6,266,438.

    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 29,465 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,975,945.

    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).