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AVANTAX ADVISORY SERVICES, INC.: CGSD position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 48,050 CGSD 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 48,050 shares
    Change vs previous 13F +3,378 shares

    0.01% of the 13F portfolio, value $1,246,167.

    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 44,672 shares
    Change vs previous 13F +5,269 shares

    0.01% of the 13F portfolio, value $1,152,991.

    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 39,403 shares
    Change vs previous 13F -27,480 shares

    0.01% of the 13F portfolio, value $1,010,281.

    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 66,883 shares
    Change vs previous 13F +2,472 shares

    0.01% of the 13F portfolio, value $1,732,926.

    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 64,411 shares
    Change vs previous 13F +3,199 shares

    0.01% of the 13F portfolio, value $1,636,684.

    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 61,212 shares
    Change vs previous 13F -6,576 shares

    0.01% of the 13F portfolio, value $1,554,477.

    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 67,788 shares
    Change vs previous 13F -11,268 shares

    0.02% of the 13F portfolio, value $1,725,203.

    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 79,056 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,979,559.

    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).