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AVANTAX ADVISORY SERVICES, INC.: CGBL position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 58,702 CGBL 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 58,702 shares
    Change vs previous 13F +16,172 shares

    0.01% of the 13F portfolio, value $1,962,980.

    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 42,530 shares
    Change vs previous 13F +4,859 shares

    0.01% of the 13F portfolio, value $1,317,566.

    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 37,671 shares
    Change vs previous 13F +20,056 shares

    0.01% of the 13F portfolio, value $1,177,959.

    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 17,615 shares
    Change vs previous 13F +5,157 shares

    <0.01% of the 13F portfolio, value $546,945.

    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 12,458 shares
    Change vs previous 13F +544 shares

    <0.01% of the 13F portfolio, value $370,367.

    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 11,914 shares
    Change vs previous 13F +57 shares

    <0.01% of the 13F portfolio, value $346,812.

    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 11,857 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $324,170.

    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).