Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: CX position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 14,759 CX 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 14,759 shares
    Change vs previous 13F +205 shares

    <0.01% of the 13F portfolio, value $102,282.

    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 14,554 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $81,648.

    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 14,550 shares
    Change vs previous 13F +3,558 shares

    <0.01% of the 13F portfolio, value $82,059.

    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 10,992 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $67,054.

    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).