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AVANTAX ADVISORY SERVICES, INC.: COWZ position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 1,932,701 COWZ 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 1,932,701 shares
    Change vs previous 13F -590,931 shares

    0.59% of the 13F portfolio, value $106,491,830.

    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 2,523,632 shares
    Change vs previous 13F -109,908 shares

    0.84% of the 13F portfolio, value $138,194,102.

    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 2,633,540 shares
    Change vs previous 13F +139,206 shares

    0.93% of the 13F portfolio, value $148,742,320.

    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 2,494,334 shares
    Change vs previous 13F +811,861 shares

    0.95% of the 13F portfolio, value $144,247,333.

    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 1,682,473 shares
    Change vs previous 13F +497,602 shares

    0.65% of the 13F portfolio, value $91,677,928.

    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 1,184,871 shares
    Change vs previous 13F +460,190 shares

    0.61% of the 13F portfolio, value $68,852,848.

    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 724,681 shares
    Change vs previous 13F +214,505 shares

    0.37% of the 13F portfolio, value $37,676,168.

    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 510,176 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $25,217,993.

    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).