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AVANTAX ADVISORY SERVICES, INC.: D position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 71,148 D 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 71,148 shares
    Change vs previous 13F +3,975 shares

    0.02% of the 13F portfolio, value $4,021,283.

    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 67,173 shares
    Change vs previous 13F +2,404 shares

    0.02% of the 13F portfolio, value $3,766,365.

    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 64,769 shares
    Change vs previous 13F +3,112 shares

    0.02% of the 13F portfolio, value $3,488,445.

    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 61,657 shares
    Change vs previous 13F -4,977 shares

    0.02% of the 13F portfolio, value $3,563,170.

    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 66,634 shares
    Change vs previous 13F +25,495 shares

    0.02% of the 13F portfolio, value $3,265,059.

    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 41,139 shares
    Change vs previous 13F -12,438 shares

    0.02% of the 13F portfolio, value $2,023,614.

    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 53,577 shares
    Change vs previous 13F -2,601 shares

    0.02% of the 13F portfolio, value $2,518,111.

    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 56,178 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,509,455.

    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).