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AVANTAX ADVISORY SERVICES, INC.: CHKP position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 18,976 CHKP 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 18,976 shares
    Change vs previous 13F +907 shares

    0.02% of the 13F portfolio, value $4,198,440.

    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 18,069 shares
    Change vs previous 13F +2,433 shares

    0.02% of the 13F portfolio, value $4,118,286.

    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 15,636 shares
    Change vs previous 13F +7,314 shares

    0.02% of the 13F portfolio, value $2,919,241.

    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 8,322 shares
    Change vs previous 13F +4,988 shares

    0.01% of the 13F portfolio, value $1,604,565.

    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 3,334 shares
    Change vs previous 13F +1,603 shares

    <0.01% of the 13F portfolio, value $550,110.

    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 1,731 shares
    Change vs previous 13F +14 shares

    <0.01% of the 13F portfolio, value $283,819.

    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 1,717 shares
    Change vs previous 13F +109 shares

    <0.01% of the 13F portfolio, value $262,340.

    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 1,608 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $214,314.

    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).