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AVANTAX ADVISORY SERVICES, INC.: CME position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 21,900 CME 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 21,900 shares
    Change vs previous 13F +2,469 shares

    0.03% of the 13F portfolio, value $6,035,986.

    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 19,431 shares
    Change vs previous 13F +945 shares

    0.03% of the 13F portfolio, value $5,154,748.

    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 18,486 shares
    Change vs previous 13F +308 shares

    0.03% of the 13F portfolio, value $4,292,922.

    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 18,178 shares
    Change vs previous 13F -1,616 shares

    0.03% of the 13F portfolio, value $4,010,894.

    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 19,794 shares
    Change vs previous 13F +12,379 shares

    0.03% of the 13F portfolio, value $3,891,541.

    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 7,415 shares
    Change vs previous 13F +318 shares

    0.01% of the 13F portfolio, value $1,596,423.

    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 7,097 shares
    Change vs previous 13F +141 shares

    0.01% of the 13F portfolio, value $1,494,677.

    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 6,956 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,392,754.

    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).