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AVANTAX ADVISORY SERVICES, INC.: BUFF position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 111,783 BUFF 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 111,783 shares
    Change vs previous 13F +10,850 shares

    0.03% of the 13F portfolio, value $5,253,801.

    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 100,933 shares
    Change vs previous 13F +14,155 shares

    0.03% of the 13F portfolio, value $4,450,136.

    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 86,778 shares
    Change vs previous 13F +10,131 shares

    0.02% of the 13F portfolio, value $3,897,200.

    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 76,647 shares
    Change vs previous 13F +11,098 shares

    0.02% of the 13F portfolio, value $3,381,666.

    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 65,549 shares
    Change vs previous 13F +28,164 shares

    0.02% of the 13F portfolio, value $2,810,118.

    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 37,385 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,560,450.

    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).