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Disclosery

AVANTAX ADVISORY SERVICES, INC.: BOTZ position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 106,265 BOTZ 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 106,265 shares
    Change vs previous 13F +671 shares

    0.02% of the 13F portfolio, value $3,469,539.

    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 105,594 shares
    Change vs previous 13F +9,486 shares

    0.02% of the 13F portfolio, value $3,005,210.

    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 96,108 shares
    Change vs previous 13F -279 shares

    0.02% of the 13F portfolio, value $3,070,662.

    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 96,387 shares
    Change vs previous 13F +443 shares

    0.02% of the 13F portfolio, value $3,098,841.

    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 95,944 shares
    Change vs previous 13F +14,251 shares

    0.02% of the 13F portfolio, value $2,959,882.

    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 81,693 shares
    Change vs previous 13F +19,104 shares

    0.02% of the 13F portfolio, value $2,598,665.

    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 62,589 shares
    Change vs previous 13F +16,467 shares

    0.02% of the 13F portfolio, value $1,783,777.

    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 46,122 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,140,148.

    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).