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AVANTAX ADVISORY SERVICES, INC.: CTRA position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 108,140 CTRA 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 108,140 shares
    Change vs previous 13F +6,133 shares

    0.02% of the 13F portfolio, value $2,744,582.

    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 102,007 shares
    Change vs previous 13F +6,782 shares

    0.02% of the 13F portfolio, value $2,948,013.

    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 95,225 shares
    Change vs previous 13F +6,666 shares

    0.02% of the 13F portfolio, value $2,432,049.

    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 88,559 shares
    Change vs previous 13F -8,615 shares

    0.01% of the 13F portfolio, value $2,120,980.

    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 97,174 shares
    Change vs previous 13F +18,492 shares

    0.02% of the 13F portfolio, value $2,591,630.

    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 78,682 shares
    Change vs previous 13F +6,105 shares

    0.02% of the 13F portfolio, value $2,193,643.

    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 72,577 shares
    Change vs previous 13F -18,912 shares

    0.02% of the 13F portfolio, value $1,852,165.

    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 91,489 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,474,771.

    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).