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AVANTAX ADVISORY SERVICES, INC.: CGCP position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 271,468 CGCP 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 271,468 shares
    Change vs previous 13F +15,402 shares

    0.03% of the 13F portfolio, value $6,108,041.

    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 256,066 shares
    Change vs previous 13F +38,997 shares

    0.03% of the 13F portfolio, value $5,748,687.

    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 217,069 shares
    Change vs previous 13F +28,202 shares

    0.03% of the 13F portfolio, value $4,818,924.

    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 188,867 shares
    Change vs previous 13F +33,181 shares

    0.03% of the 13F portfolio, value $4,366,608.

    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 155,686 shares
    Change vs previous 13F +34,156 shares

    0.02% of the 13F portfolio, value $3,459,353.

    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 121,530 shares
    Change vs previous 13F +32,232 shares

    0.02% of the 13F portfolio, value $2,729,570.

    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 89,298 shares
    Change vs previous 13F +12,668 shares

    0.02% of the 13F portfolio, value $2,026,616.

    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 76,630 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,647,553.

    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).