Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: CP position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 22,151 CP 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 22,151 shares
    Change vs previous 13F -475 shares

    0.01% of the 13F portfolio, value $1,755,941.

    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 22,626 shares
    Change vs previous 13F -2,289 shares

    0.01% of the 13F portfolio, value $1,588,547.

    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 24,915 shares
    Change vs previous 13F -9,754 shares

    0.01% of the 13F portfolio, value $1,803,120.

    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 34,669 shares
    Change vs previous 13F +620 shares

    0.02% of the 13F portfolio, value $2,965,559.

    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 34,049 shares
    Change vs previous 13F +28,188 shares

    0.02% of the 13F portfolio, value $2,680,672.

    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 5,861 shares
    Change vs previous 13F -452 shares

    <0.01% of the 13F portfolio, value $516,746.

    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 6,313 shares
    Change vs previous 13F -27 shares

    <0.01% of the 13F portfolio, value $499,109.

    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 6,340 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $471,772.

    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).