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AVANTAX ADVISORY SERVICES, INC.: CCI position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 45,906 CCI 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 45,906 shares
    Change vs previous 13F +2,296 shares

    0.03% of the 13F portfolio, value $4,715,959.

    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 43,610 shares
    Change vs previous 13F +9,041 shares

    0.03% of the 13F portfolio, value $4,545,486.

    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 34,569 shares
    Change vs previous 13F -5,516 shares

    0.02% of the 13F portfolio, value $3,137,521.

    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 40,085 shares
    Change vs previous 13F +1,335 shares

    0.03% of the 13F portfolio, value $4,755,281.

    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 38,750 shares
    Change vs previous 13F +17,524 shares

    0.03% of the 13F portfolio, value $3,785,907.

    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 21,226 shares
    Change vs previous 13F +727 shares

    0.02% of the 13F portfolio, value $2,246,366.

    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 20,499 shares
    Change vs previous 13F -601 shares

    0.02% of the 13F portfolio, value $2,361,318.

    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 21,100 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,941,864.

    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).