Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: BSCR position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 137,240 BSCR 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 137,240 shares
    Change vs previous 13F -24,024 shares

    0.01% of the 13F portfolio, value $2,696,774.

    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 161,264 shares
    Change vs previous 13F +10,012 shares

    0.02% of the 13F portfolio, value $3,159,169.

    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 151,252 shares
    Change vs previous 13F +14,079 shares

    0.02% of the 13F portfolio, value $2,946,393.

    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 137,173 shares
    Change vs previous 13F +6,603 shares

    0.02% of the 13F portfolio, value $2,705,058.

    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 130,570 shares
    Change vs previous 13F +16,945 shares

    0.02% of the 13F portfolio, value $2,509,552.

    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 113,625 shares
    Change vs previous 13F +25,226 shares

    0.02% of the 13F portfolio, value $2,191,821.

    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 88,399 shares
    Change vs previous 13F -1,323 shares

    0.02% of the 13F portfolio, value $1,719,794.

    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 89,722 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,680,938.

    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).