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AVANTAX ADVISORY SERVICES, INC.: CDNS position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 10,206 CDNS 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 10,206 shares
    Change vs previous 13F -170 shares

    0.02% of the 13F portfolio, value $3,144,837.

    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 10,376 shares
    Change vs previous 13F -1,998 shares

    0.02% of the 13F portfolio, value $2,638,811.

    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 12,374 shares
    Change vs previous 13F +2,275 shares

    0.02% of the 13F portfolio, value $3,717,892.

    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 10,099 shares
    Change vs previous 13F +617 shares

    0.02% of the 13F portfolio, value $2,737,132.

    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 9,482 shares
    Change vs previous 13F +6,691 shares

    0.02% of the 13F portfolio, value $2,918,086.

    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 2,791 shares
    Change vs previous 13F +743 shares

    0.01% of the 13F portfolio, value $868,782.

    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 2,048 shares
    Change vs previous 13F +577 shares

    0.01% of the 13F portfolio, value $557,814.

    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 1,471 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $344,655.

    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).