Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: CSWC position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 10,830 CSWC 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 10,830 shares
    Change vs previous 13F -327 shares

    <0.01% of the 13F portfolio, value $238,696.

    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 11,157 shares
    Change vs previous 13F -4,963 shares

    <0.01% of the 13F portfolio, value $249,019.

    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 16,120 shares
    Change vs previous 13F -457 shares

    <0.01% of the 13F portfolio, value $351,735.

    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 16,577 shares
    Change vs previous 13F +369 shares

    <0.01% of the 13F portfolio, value $419,239.

    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 16,208 shares
    Change vs previous 13F +5,147 shares

    <0.01% of the 13F portfolio, value $422,865.

    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 11,061 shares
    Change vs previous 13F +1,591 shares

    <0.01% of the 13F portfolio, value $276,076.

    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 9,470 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $224,449.

    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).