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AVANTAX ADVISORY SERVICES, INC.: CWST position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 13,044 CWST 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 13,044 shares
    Change vs previous 13F +540 shares

    0.01% of the 13F portfolio, value $1,505,017.

    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 12,504 shares
    Change vs previous 13F +461 shares

    0.01% of the 13F portfolio, value $1,394,321.

    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 12,043 shares
    Change vs previous 13F -762 shares

    0.01% of the 13F portfolio, value $1,274,270.

    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 12,805 shares
    Change vs previous 13F -254 shares

    0.01% of the 13F portfolio, value $1,273,969.

    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 13,059 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,295,714.

    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).