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AVANTAX ADVISORY SERVICES, INC.: BUFR position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 765,271 BUFR 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 765,271 shares
    Change vs previous 13F +311,032 shares

    0.13% of the 13F portfolio, value $24,335,610.

    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 454,239 shares
    Change vs previous 13F +71,611 shares

    0.08% of the 13F portfolio, value $13,486,356.

    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 382,628 shares
    Change vs previous 13F +22,905 shares

    0.07% of the 13F portfolio, value $11,658,675.

    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 359,723 shares
    Change vs previous 13F -72,052 shares

    0.07% of the 13F portfolio, value $10,752,114.

    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 431,775 shares
    Change vs previous 13F +99,990 shares

    0.09% of the 13F portfolio, value $12,486,945.

    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 331,785 shares
    Change vs previous 13F +47,079 shares

    0.08% of the 13F portfolio, value $9,276,709.

    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 284,706 shares
    Change vs previous 13F +62,935 shares

    0.08% of the 13F portfolio, value $7,564,638.

    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 221,771 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,431,172.

    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).