Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: CSGP position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 21,294 CSGP 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 21,294 shares
    Change vs previous 13F +555 shares

    0.01% of the 13F portfolio, value $1,712,038.

    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 20,739 shares
    Change vs previous 13F +4,022 shares

    0.01% of the 13F portfolio, value $1,643,151.

    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 16,717 shares
    Change vs previous 13F -3,318 shares

    0.01% of the 13F portfolio, value $1,196,770.

    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 20,035 shares
    Change vs previous 13F -1,344 shares

    0.01% of the 13F portfolio, value $1,511,440.

    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 21,379 shares
    Change vs previous 13F +19,130 shares

    0.01% of the 13F portfolio, value $1,585,039.

    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 2,249 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $217,205.

    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).