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AVANTAX ADVISORY SERVICES, INC.: BUL position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 23,395 BUL 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 23,395 shares
    Change vs previous 13F -1,121 shares

    0.01% of the 13F portfolio, value $1,152,448.

    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 24,516 shares
    Change vs previous 13F +3,689 shares

    0.01% of the 13F portfolio, value $1,077,239.

    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 20,827 shares
    Change vs previous 13F +1,031 shares

    0.01% of the 13F portfolio, value $965,537.

    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 19,796 shares
    Change vs previous 13F +4,761 shares

    0.01% of the 13F portfolio, value $912,582.

    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 15,035 shares
    Change vs previous 13F +1,710 shares

    <0.01% of the 13F portfolio, value $637,933.

    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 13,325 shares
    Change vs previous 13F +3,749 shares

    0.01% of the 13F portfolio, value $566,044.

    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 9,576 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $349,623.

    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).