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AVANTAX ADVISORY SERVICES, INC.: CMDY position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 33,711 CMDY 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 33,711 shares
    Change vs previous 13F -273 shares

    0.01% of the 13F portfolio, value $1,700,284.

    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 33,984 shares
    Change vs previous 13F -560 shares

    0.01% of the 13F portfolio, value $1,763,422.

    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 34,544 shares
    Change vs previous 13F +2,929 shares

    0.01% of the 13F portfolio, value $1,643,460.

    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 31,615 shares
    Change vs previous 13F +106 shares

    0.01% of the 13F portfolio, value $1,576,241.

    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 31,509 shares
    Change vs previous 13F +799 shares

    0.01% of the 13F portfolio, value $1,556,063.

    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 30,710 shares
    Change vs previous 13F +4,770 shares

    0.01% of the 13F portfolio, value $1,472,549.

    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 25,940 shares
    Change vs previous 13F +4,811 shares

    0.01% of the 13F portfolio, value $1,220,599.

    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 21,129 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,088,329.

    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).