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AVANTAX ADVISORY SERVICES, INC.: COST position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 42,784 COST 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 42,784 shares
    Change vs previous 13F -3,141 shares

    0.23% of the 13F portfolio, value $42,353,366.

    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 45,925 shares
    Change vs previous 13F +3,574 shares

    0.26% of the 13F portfolio, value $43,434,722.

    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 42,351 shares
    Change vs previous 13F +3,458 shares

    0.24% of the 13F portfolio, value $38,804,494.

    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 38,893 shares
    Change vs previous 13F -3,468 shares

    0.23% of the 13F portfolio, value $34,479,014.

    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 42,361 shares
    Change vs previous 13F +8,822 shares

    0.26% of the 13F portfolio, value $36,006,448.

    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 33,539 shares
    Change vs previous 13F +3,588 shares

    0.22% of the 13F portfolio, value $24,571,939.

    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 29,951 shares
    Change vs previous 13F +574 shares

    0.2% of the 13F portfolio, value $19,770,191.

    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 29,377 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $16,597,105.

    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).