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AVANTAX ADVISORY SERVICES, INC.: CL position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 42,079 CL 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 42,079 shares
    Change vs previous 13F -4,773 shares

    0.02% of the 13F portfolio, value $3,824,996.

    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 46,852 shares
    Change vs previous 13F -9,930 shares

    0.03% of the 13F portfolio, value $4,390,045.

    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 56,782 shares
    Change vs previous 13F +3,427 shares

    0.03% of the 13F portfolio, value $5,162,014.

    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 53,355 shares
    Change vs previous 13F +4,113 shares

    0.04% of the 13F portfolio, value $5,538,773.

    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 49,242 shares
    Change vs previous 13F +11,422 shares

    0.03% of the 13F portfolio, value $4,778,409.

    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 37,820 shares
    Change vs previous 13F -8,486 shares

    0.03% of the 13F portfolio, value $3,405,684.

    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 46,306 shares
    Change vs previous 13F +5,157 shares

    0.04% of the 13F portfolio, value $3,691,084.

    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 41,149 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,926,080.

    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).