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AVANTAX ADVISORY SERVICES, INC.: CORP position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 61,041 CORP 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 61,041 shares
    Change vs previous 13F +9,056 shares

    0.03% of the 13F portfolio, value $5,939,930.

    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 51,985 shares
    Change vs previous 13F +9,755 shares

    0.03% of the 13F portfolio, value $5,030,586.

    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 42,230 shares
    Change vs previous 13F +12,071 shares

    0.03% of the 13F portfolio, value $4,016,028.

    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 30,159 shares
    Change vs previous 13F +15,354 shares

    0.02% of the 13F portfolio, value $2,999,347.

    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 14,805 shares
    Change vs previous 13F +11,780 shares

    0.01% of the 13F portfolio, value $1,407,471.

    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 3,025 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $290,503.

    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).