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AVANTAX ADVISORY SERVICES, INC.: CGGR position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 583,425 CGGR 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 583,425 shares
    Change vs previous 13F +159,622 shares

    0.13% of the 13F portfolio, value $23,716,243.

    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 423,803 shares
    Change vs previous 13F +25,862 shares

    0.09% of the 13F portfolio, value $14,515,261.

    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 397,941 shares
    Change vs previous 13F +63,185 shares

    0.09% of the 13F portfolio, value $14,791,483.

    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 334,756 shares
    Change vs previous 13F +40,986 shares

    0.08% of the 13F portfolio, value $11,646,175.

    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 293,770 shares
    Change vs previous 13F +43,687 shares

    0.07% of the 13F portfolio, value $9,662,094.

    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 250,083 shares
    Change vs previous 13F +30,439 shares

    0.07% of the 13F portfolio, value $8,000,160.

    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 219,644 shares
    Change vs previous 13F +5,691 shares

    0.06% of the 13F portfolio, value $6,200,556.

    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 213,953 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,241,849.

    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).