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AVANTAX ADVISORY SERVICES, INC.: CDC position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 24,647 CDC 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 24,647 shares
    Change vs previous 13F -5,905 shares

    0.01% of the 13F portfolio, value $1,570,236.

    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 30,552 shares
    Change vs previous 13F -18,105 shares

    0.01% of the 13F portfolio, value $2,007,887.

    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 48,657 shares
    Change vs previous 13F -7,812 shares

    0.02% of the 13F portfolio, value $3,044,941.

    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 56,469 shares
    Change vs previous 13F -21,597 shares

    0.02% of the 13F portfolio, value $3,669,933.

    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 78,066 shares
    Change vs previous 13F -144,036 shares

    0.03% of the 13F portfolio, value $4,571,528.

    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 222,102 shares
    Change vs previous 13F -80,046 shares

    0.12% of the 13F portfolio, value $13,221,717.

    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 302,148 shares
    Change vs previous 13F -80,434 shares

    0.17% of the 13F portfolio, value $17,092,521.

    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 382,582 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $21,371,054.

    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).