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AVANTAX ADVISORY SERVICES, INC.: BUFD position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 83,669 BUFD 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 83,669 shares
    Change vs previous 13F +848 shares

    0.01% of the 13F portfolio, value $2,222,249.

    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 82,821 shares
    Change vs previous 13F -43,687 shares

    0.01% of the 13F portfolio, value $2,066,384.

    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 126,508 shares
    Change vs previous 13F +1,995 shares

    0.02% of the 13F portfolio, value $3,228,484.

    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 124,513 shares
    Change vs previous 13F +8,925 shares

    0.02% of the 13F portfolio, value $3,117,806.

    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 115,588 shares
    Change vs previous 13F +10,759 shares

    0.02% of the 13F portfolio, value $2,811,100.

    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 104,829 shares
    Change vs previous 13F +41,106 shares

    0.02% of the 13F portfolio, value $2,472,916.

    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 63,723 shares
    Change vs previous 13F -1,828 shares

    0.01% of the 13F portfolio, value $1,446,512.

    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 65,551 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,392,959.

    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).