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AVANTAX ADVISORY SERVICES, INC.: BUD position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 12,600 BUD 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 12,600 shares
    Change vs previous 13F -11,326 shares

    <0.01% of the 13F portfolio, value $865,869.

    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 23,926 shares
    Change vs previous 13F +2,532 shares

    0.01% of the 13F portfolio, value $1,472,856.

    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 21,394 shares
    Change vs previous 13F -8,007 shares

    0.01% of the 13F portfolio, value $1,071,190.

    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 29,401 shares
    Change vs previous 13F -8,409 shares

    0.01% of the 13F portfolio, value $1,948,996.

    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 37,810 shares
    Change vs previous 13F +30,074 shares

    0.02% of the 13F portfolio, value $2,198,647.

    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 7,736 shares
    Change vs previous 13F +729 shares

    <0.01% of the 13F portfolio, value $470,224.

    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 7,007 shares
    Change vs previous 13F -838 shares

    <0.01% of the 13F portfolio, value $452,813.

    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 7,845 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $433,808.

    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).