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AVANTAX ADVISORY SERVICES, INC.: BRK-B position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 214,602 BRK-B 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 214,602 shares
    Change vs previous 13F +12,090 shares

    0.57% of the 13F portfolio, value $104,247,232.

    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 202,512 shares
    Change vs previous 13F +21,905 shares

    0.65% of the 13F portfolio, value $107,853,765.

    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 180,607 shares
    Change vs previous 13F +16,927 shares

    0.51% of the 13F portfolio, value $81,865,379.

    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 163,680 shares
    Change vs previous 13F -5,053 shares

    0.49% of the 13F portfolio, value $75,335,556.

    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 168,733 shares
    Change vs previous 13F +9,390 shares

    0.49% of the 13F portfolio, value $68,640,494.

    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 159,343 shares
    Change vs previous 13F +8,633 shares

    0.59% of the 13F portfolio, value $67,007,058.

    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 150,710 shares
    Change vs previous 13F +14,161 shares

    0.53% of the 13F portfolio, value $53,752,347.

    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 136,549 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $47,833,231.

    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).