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AVANTAX ADVISORY SERVICES, INC.: CGMS position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 79,125 CGMS 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 79,125 shares
    Change vs previous 13F +23,247 shares

    0.01% of the 13F portfolio, value $2,185,434.

    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 55,878 shares
    Change vs previous 13F +4,066 shares

    0.01% of the 13F portfolio, value $1,525,469.

    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 51,812 shares
    Change vs previous 13F +24,575 shares

    0.01% of the 13F portfolio, value $1,413,421.

    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 27,237 shares
    Change vs previous 13F +1,639 shares

    <0.01% of the 13F portfolio, value $758,283.

    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 25,598 shares
    Change vs previous 13F +14,734 shares

    <0.01% of the 13F portfolio, value $689,103.

    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 10,864 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $293,754.

    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).