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AVANTAX ADVISORY SERVICES, INC.: CGDV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 746,269 CGDV 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 746,269 shares
    Change vs previous 13F -228,944 shares

    0.16% of the 13F portfolio, value $29,470,150.

    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 975,213 shares
    Change vs previous 13F +98,686 shares

    0.21% of the 13F portfolio, value $34,756,579.

    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 876,527 shares
    Change vs previous 13F +198,627 shares

    0.19% of the 13F portfolio, value $30,906,349.

    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 677,900 shares
    Change vs previous 13F +264,846 shares

    0.16% of the 13F portfolio, value $24,702,673.

    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 413,054 shares
    Change vs previous 13F +79,763 shares

    0.1% of the 13F portfolio, value $13,630,768.

    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 333,291 shares
    Change vs previous 13F +150,173 shares

    0.1% of the 13F portfolio, value $10,831,969.

    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 183,118 shares
    Change vs previous 13F +75,863 shares

    0.05% of the 13F portfolio, value $5,464,227.

    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 107,255 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,839,031.

    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).