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AVANTAX ADVISORY SERVICES, INC.: CMS position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 28,857 CMS 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 28,857 shares
    Change vs previous 13F +3,119 shares

    0.01% of the 13F portfolio, value $1,999,213.

    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 25,738 shares
    Change vs previous 13F +6,744 shares

    0.01% of the 13F portfolio, value $1,933,161.

    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 18,994 shares
    Change vs previous 13F -7,300 shares

    0.01% of the 13F portfolio, value $1,265,954.

    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 26,294 shares
    Change vs previous 13F +882 shares

    0.01% of the 13F portfolio, value $1,857,115.

    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 25,412 shares
    Change vs previous 13F +9,849 shares

    0.01% of the 13F portfolio, value $1,512,775.

    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 15,563 shares
    Change vs previous 13F -339 shares

    0.01% of the 13F portfolio, value $939,062.

    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 15,902 shares
    Change vs previous 13F -4,433 shares

    0.01% of the 13F portfolio, value $923,422.

    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 20,335 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,079,967.

    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).