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AVANTAX ADVISORY SERVICES, INC.: BOND position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 317,898 BOND 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 317,898 shares
    Change vs previous 13F +54,940 shares

    0.16% of the 13F portfolio, value $29,303,848.

    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 262,958 shares
    Change vs previous 13F +48,737 shares

    0.15% of the 13F portfolio, value $24,315,749.

    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 214,221 shares
    Change vs previous 13F +14,695 shares

    0.12% of the 13F portfolio, value $19,369,820.

    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 199,526 shares
    Change vs previous 13F +27,121 shares

    0.12% of the 13F portfolio, value $18,877,198.

    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 172,405 shares
    Change vs previous 13F +17,321 shares

    0.11% of the 13F portfolio, value $15,702,687.

    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 155,084 shares
    Change vs previous 13F +34,835 shares

    0.13% of the 13F portfolio, value $14,246,036.

    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 120,249 shares
    Change vs previous 13F +67,426 shares

    0.11% of the 13F portfolio, value $11,117,032.

    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 52,823 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,643,148.

    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).