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AVANTAX ADVISORY SERVICES, INC.: BND position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 328,790 BND 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 328,790 shares
    Change vs previous 13F +43,535 shares

    0.13% of the 13F portfolio, value $24,208,815.

    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 285,255 shares
    Change vs previous 13F -1,309 shares

    0.13% of the 13F portfolio, value $20,951,978.

    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 286,564 shares
    Change vs previous 13F -12,881 shares

    0.13% of the 13F portfolio, value $20,606,788.

    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 299,445 shares
    Change vs previous 13F +16,606 shares

    0.15% of the 13F portfolio, value $22,491,347.

    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 282,839 shares
    Change vs previous 13F +31,242 shares

    0.15% of the 13F portfolio, value $20,378,518.

    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 251,597 shares
    Change vs previous 13F +2,030 shares

    0.16% of the 13F portfolio, value $18,273,512.

    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 249,567 shares
    Change vs previous 13F +32,138 shares

    0.18% of the 13F portfolio, value $18,355,615.

    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 217,429 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $15,172,185.

    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).