Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: CGGO position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 382,478 CGGO 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 382,478 shares
    Change vs previous 13F +158,701 shares

    0.07% of the 13F portfolio, value $12,227,809.

    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 223,777 shares
    Change vs previous 13F +31,521 shares

    0.04% of the 13F portfolio, value $6,339,593.

    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 192,256 shares
    Change vs previous 13F +52,148 shares

    0.04% of the 13F portfolio, value $5,617,723.

    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 140,108 shares
    Change vs previous 13F +15,839 shares

    0.03% of the 13F portfolio, value $4,224,253.

    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 124,269 shares
    Change vs previous 13F +35,358 shares

    0.03% of the 13F portfolio, value $3,658,487.

    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 88,911 shares
    Change vs previous 13F +48,823 shares

    0.02% of the 13F portfolio, value $2,560,633.

    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 40,088 shares
    Change vs previous 13F +12,680 shares

    0.01% of the 13F portfolio, value $1,031,454.

    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 27,408 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $628,181.

    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).