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AVANTAX ADVISORY SERVICES, INC.: CEF position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 56,980 CEF 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 56,980 shares
    Change vs previous 13F -3,256 shares

    0.01% of the 13F portfolio, value $1,715,098.

    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 60,236 shares
    Change vs previous 13F +3,929 shares

    0.01% of the 13F portfolio, value $1,711,305.

    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 56,307 shares
    Change vs previous 13F -659 shares

    0.01% of the 13F portfolio, value $1,337,854.

    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 56,966 shares
    Change vs previous 13F -2,420 shares

    0.01% of the 13F portfolio, value $1,395,097.

    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 59,386 shares
    Change vs previous 13F +994 shares

    0.01% of the 13F portfolio, value $1,309,461.

    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 58,392 shares
    Change vs previous 13F -4,282 shares

    0.01% of the 13F portfolio, value $1,187,693.

    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 62,674 shares
    Change vs previous 13F -24,225 shares

    0.01% of the 13F portfolio, value $1,200,207.

    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 86,899 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,505,091.

    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).