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AVANTAX ADVISORY SERVICES, INC.: CRS position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 1,635 CRS 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 1,635 shares
    Change vs previous 13F -5,704 shares

    <0.01% of the 13F portfolio, value $451,856.

    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 7,339 shares
    Change vs previous 13F +989 shares

    0.01% of the 13F portfolio, value $1,329,673.

    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 6,350 shares
    Change vs previous 13F -17 shares

    0.01% of the 13F portfolio, value $1,077,675.

    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 6,367 shares
    Change vs previous 13F +3,144 shares

    0.01% of the 13F portfolio, value $1,016,083.

    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 3,223 shares
    Change vs previous 13F -2,363 shares

    <0.01% of the 13F portfolio, value $353,215.

    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 5,586 shares
    Change vs previous 13F -39 shares

    <0.01% of the 13F portfolio, value $398,953.

    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 5,625 shares
    Change vs previous 13F -117 shares

    <0.01% of the 13F portfolio, value $398,283.

    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 5,742 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $385,919.

    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).