Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: CBT position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 22,299 CBT 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 22,299 shares
    Change vs previous 13F +297 shares

    0.01% of the 13F portfolio, value $1,672,434.

    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 22,002 shares
    Change vs previous 13F +1,177 shares

    0.01% of the 13F portfolio, value $1,829,213.

    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 20,825 shares
    Change vs previous 13F -8,187 shares

    0.01% of the 13F portfolio, value $1,901,570.

    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 29,012 shares
    Change vs previous 13F +105 shares

    0.02% of the 13F portfolio, value $3,242,721.

    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 28,907 shares
    Change vs previous 13F +23,293 shares

    0.02% of the 13F portfolio, value $2,656,294.

    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 5,614 shares
    Change vs previous 13F -22 shares

    <0.01% of the 13F portfolio, value $517,654.

    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 5,636 shares
    Change vs previous 13F +1,977 shares

    <0.01% of the 13F portfolio, value $470,601.

    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 3,659 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $253,443.

    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).