Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: CM position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 21,412 CM 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 21,412 shares
    Change vs previous 13F +867 shares

    0.01% of the 13F portfolio, value $1,516,598.

    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 20,545 shares
    Change vs previous 13F -53 shares

    0.01% of the 13F portfolio, value $1,156,659.

    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 20,598 shares
    Change vs previous 13F -599 shares

    0.01% of the 13F portfolio, value $1,302,420.

    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 21,197 shares
    Change vs previous 13F +468 shares

    0.01% of the 13F portfolio, value $1,300,238.

    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 20,729 shares
    Change vs previous 13F +3,045 shares

    0.01% of the 13F portfolio, value $985,480.

    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 17,684 shares
    Change vs previous 13F -173 shares

    0.01% of the 13F portfolio, value $896,912.

    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 17,857 shares
    Change vs previous 13F +522 shares

    0.01% of the 13F portfolio, value $859,645.

    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 17,335 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $669,321.

    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).