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AVANTAX ADVISORY SERVICES, INC.: BSCQ position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 181,725 BSCQ 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 181,725 shares
    Change vs previous 13F -41,633 shares

    0.02% of the 13F portfolio, value $3,547,270.

    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 223,358 shares
    Change vs previous 13F -15,536 shares

    0.03% of the 13F portfolio, value $4,351,013.

    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 238,894 shares
    Change vs previous 13F -1,818 shares

    0.03% of the 13F portfolio, value $4,641,706.

    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 240,712 shares
    Change vs previous 13F +12,852 shares

    0.03% of the 13F portfolio, value $4,708,332.

    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 227,860 shares
    Change vs previous 13F +9,014 shares

    0.03% of the 13F portfolio, value $4,369,207.

    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 218,846 shares
    Change vs previous 13F +24,603 shares

    0.04% of the 13F portfolio, value $4,204,037.

    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 194,243 shares
    Change vs previous 13F +19,487 shares

    0.04% of the 13F portfolio, value $3,748,895.

    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 174,756 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,282,834.

    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).