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AVANTAX ADVISORY SERVICES, INC.: CRM position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 87,331 CRM 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 87,331 shares
    Change vs previous 13F +3,387 shares

    0.13% of the 13F portfolio, value $23,814,262.

    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 83,944 shares
    Change vs previous 13F +2,187 shares

    0.14% of the 13F portfolio, value $22,527,081.

    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 81,757 shares
    Change vs previous 13F +4,623 shares

    0.17% of the 13F portfolio, value $27,333,763.

    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 77,134 shares
    Change vs previous 13F +6,270 shares

    0.14% of the 13F portfolio, value $21,112,339.

    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 70,864 shares
    Change vs previous 13F +35,394 shares

    0.13% of the 13F portfolio, value $18,219,157.

    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 35,470 shares
    Change vs previous 13F +2,460 shares

    0.09% of the 13F portfolio, value $10,682,855.

    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 33,010 shares
    Change vs previous 13F +79 shares

    0.09% of the 13F portfolio, value $8,686,120.

    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 32,931 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,677,647.

    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).