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AVANTAX ADVISORY SERVICES, INC.: CGUS position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 115,626 CGUS 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 115,626 shares
    Change vs previous 13F +21,942 shares

    0.02% of the 13F portfolio, value $4,270,050.

    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 93,684 shares
    Change vs previous 13F +2,037 shares

    0.02% of the 13F portfolio, value $3,129,041.

    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 91,647 shares
    Change vs previous 13F +26,060 shares

    0.02% of the 13F portfolio, value $3,204,900.

    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 65,587 shares
    Change vs previous 13F +7,848 shares

    0.01% of the 13F portfolio, value $2,248,313.

    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 57,739 shares
    Change vs previous 13F +8,061 shares

    0.01% of the 13F portfolio, value $1,862,075.

    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 49,678 shares
    Change vs previous 13F +21,255 shares

    0.01% of the 13F portfolio, value $1,547,967.

    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 28,423 shares
    Change vs previous 13F +12,592 shares

    0.01% of the 13F portfolio, value $804,369.

    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 15,831 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $397,527.

    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).