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AVANTAX ADVISORY SERVICES, INC.: BNY position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 69,590 BNY 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 69,590 shares
    Change vs previous 13F +1,663 shares

    0.03% of the 13F portfolio, value $6,340,369.

    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 67,927 shares
    Change vs previous 13F +4,496 shares

    0.03% of the 13F portfolio, value $5,697,076.

    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 63,431 shares
    Change vs previous 13F +4,090 shares

    0.03% of the 13F portfolio, value $4,873,423.

    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 59,341 shares
    Change vs previous 13F +5,581 shares

    0.03% of the 13F portfolio, value $4,264,262.

    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 53,760 shares
    Change vs previous 13F +22,421 shares

    0.02% of the 13F portfolio, value $3,219,694.

    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 31,339 shares
    Change vs previous 13F -146 shares

    0.02% of the 13F portfolio, value $1,805,748.

    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 31,485 shares
    Change vs previous 13F -1,881 shares

    0.02% of the 13F portfolio, value $1,638,814.

    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 33,366 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,423,048.

    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).