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AVANTAX ADVISORY SERVICES, INC.: BSV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 435,969 BSV 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 435,969 shares
    Change vs previous 13F -17,099 shares

    0.19% of the 13F portfolio, value $34,310,776.

    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 453,068 shares
    Change vs previous 13F -48,687 shares

    0.22% of the 13F portfolio, value $35,466,123.

    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 501,755 shares
    Change vs previous 13F -11,704 shares

    0.24% of the 13F portfolio, value $38,770,641.

    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 513,459 shares
    Change vs previous 13F -5,676,788 shares

    0.27% of the 13F portfolio, value $40,404,050.

    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 6,190,247 shares
    Change vs previous 13F +948,753 shares

    3.39% of the 13F portfolio, value $474,791,901.

    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 5,241,494 shares
    Change vs previous 13F +69,346 shares

    3.57% of the 13F portfolio, value $401,865,317.

    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 5,172,148 shares
    Change vs previous 13F -98,321 shares

    3.95% of the 13F portfolio, value $398,358,761.

    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 5,270,469 shares
    Change vs previous 13F not available

    4.44% of the 13F portfolio, value $396,181,104.

    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).