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AVANTAX ADVISORY SERVICES, INC.: BWA position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 13,043 BWA 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 13,043 shares
    Change vs previous 13F -215 shares

    <0.01% of the 13F portfolio, value $436,674.

    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 13,258 shares
    Change vs previous 13F +1,555 shares

    <0.01% of the 13F portfolio, value $379,835.

    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 11,703 shares
    Change vs previous 13F -1,352 shares

    <0.01% of the 13F portfolio, value $372,031.

    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 13,055 shares
    Change vs previous 13F +269 shares

    <0.01% of the 13F portfolio, value $473,749.

    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 12,786 shares
    Change vs previous 13F -9,559 shares

    <0.01% of the 13F portfolio, value $412,236.

    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 22,345 shares
    Change vs previous 13F -790 shares

    0.01% of the 13F portfolio, value $776,259.

    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 23,135 shares
    Change vs previous 13F +1,225 shares

    0.01% of the 13F portfolio, value $829,387.

    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 21,910 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $884,502.

    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).