Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: BMO position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 8,103 BMO 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 8,103 shares
    Change vs previous 13F +850 shares

    <0.01% of the 13F portfolio, value $896,480.

    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 7,253 shares
    Change vs previous 13F +507 shares

    <0.01% of the 13F portfolio, value $692,687.

    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 6,746 shares
    Change vs previous 13F +1,591 shares

    <0.01% of the 13F portfolio, value $654,677.

    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 5,155 shares
    Change vs previous 13F +18 shares

    <0.01% of the 13F portfolio, value $465,014.

    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 5,137 shares
    Change vs previous 13F +1,128 shares

    <0.01% of the 13F portfolio, value $430,751.

    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 4,009 shares
    Change vs previous 13F +1,591 shares

    <0.01% of the 13F portfolio, value $391,621.

    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 2,418 shares
    Change vs previous 13F +2,418 shares

    <0.01% of the 13F portfolio, value $239,207.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.