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AVANTAX ADVISORY SERVICES, INC.: CALF position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 732,111 CALF 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 732,111 shares
    Change vs previous 13F -157,381 shares

    0.16% of the 13F portfolio, value $29,148,994.

    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 889,492 shares
    Change vs previous 13F -42,631 shares

    0.2% of the 13F portfolio, value $33,355,965.

    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 932,123 shares
    Change vs previous 13F -9,103 shares

    0.26% of the 13F portfolio, value $41,022,722.

    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 941,226 shares
    Change vs previous 13F +178,840 shares

    0.29% of the 13F portfolio, value $43,785,810.

    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 762,386 shares
    Change vs previous 13F +202,855 shares

    0.24% of the 13F portfolio, value $33,209,518.

    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 559,531 shares
    Change vs previous 13F +192,322 shares

    0.24% of the 13F portfolio, value $27,506,546.

    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 367,209 shares
    Change vs previous 13F +145,994 shares

    0.18% of the 13F portfolio, value $17,637,066.

    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 221,215 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $9,224,646.

    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).