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AVANTAX ADVISORY SERVICES, INC.: C position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 74,616 C 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 74,616 shares
    Change vs previous 13F -1,603 shares

    0.03% of the 13F portfolio, value $6,351,274.

    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 76,219 shares
    Change vs previous 13F +6,061 shares

    0.03% of the 13F portfolio, value $5,410,773.

    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 70,158 shares
    Change vs previous 13F +3,811 shares

    0.03% of the 13F portfolio, value $4,938,425.

    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 66,347 shares
    Change vs previous 13F -1,511 shares

    0.03% of the 13F portfolio, value $4,153,314.

    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 67,858 shares
    Change vs previous 13F +26,996 shares

    0.03% of the 13F portfolio, value $4,306,281.

    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 40,862 shares
    Change vs previous 13F -2,347 shares

    0.02% of the 13F portfolio, value $2,584,091.

    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 43,209 shares
    Change vs previous 13F -7,093 shares

    0.02% of the 13F portfolio, value $2,222,647.

    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 50,302 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,068,915.

    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).