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AVANTAX ADVISORY SERVICES, INC.: CGCB position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 98,394 CGCB 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 98,394 shares
    Change vs previous 13F +27,144 shares

    0.01% of the 13F portfolio, value $2,587,755.

    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 71,250 shares
    Change vs previous 13F +3,942 shares

    0.01% of the 13F portfolio, value $1,872,443.

    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 67,308 shares
    Change vs previous 13F +33,495 shares

    0.01% of the 13F portfolio, value $1,735,872.

    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 33,813 shares
    Change vs previous 13F +18,339 shares

    0.01% of the 13F portfolio, value $911,255.

    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 15,474 shares
    Change vs previous 13F +4,008 shares

    <0.01% of the 13F portfolio, value $399,527.

    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 11,466 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $298,038.

    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).