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AVANTAX ADVISORY SERVICES, INC.: CHI position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 320,756 CHI 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 320,756 shares
    Change vs previous 13F -33,923 shares

    0.02% of the 13F portfolio, value $3,374,348.

    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 354,679 shares
    Change vs previous 13F +14,780 shares

    0.02% of the 13F portfolio, value $3,401,370.

    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 339,899 shares
    Change vs previous 13F +9,000 shares

    0.03% of the 13F portfolio, value $4,058,391.

    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 330,899 shares
    Change vs previous 13F +23,942 shares

    0.03% of the 13F portfolio, value $3,851,662.

    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 306,957 shares
    Change vs previous 13F +10,763 shares

    0.03% of the 13F portfolio, value $3,572,974.

    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 296,194 shares
    Change vs previous 13F +21,774 shares

    0.03% of the 13F portfolio, value $3,361,806.

    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 274,420 shares
    Change vs previous 13F +3,602 shares

    0.03% of the 13F portfolio, value $2,842,991.

    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 270,818 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,854,419.

    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).