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AVANTAX ADVISORY SERVICES, INC.: DAR position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 42,827 DAR 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 42,827 shares
    Change vs previous 13F +3,331 shares

    0.01% of the 13F portfolio, value $1,624,837.

    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 39,496 shares
    Change vs previous 13F +10,125 shares

    0.01% of the 13F portfolio, value $1,233,855.

    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 29,371 shares
    Change vs previous 13F -12,609 shares

    0.01% of the 13F portfolio, value $989,509.

    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 41,980 shares
    Change vs previous 13F +7,062 shares

    0.01% of the 13F portfolio, value $1,559,977.

    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 34,918 shares
    Change vs previous 13F +34,918 shares

    0.01% of the 13F portfolio, value $1,283,237.

    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 0 shares
    Change vs previous 13F -4,290 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2023-12-31
    13F 4,290 shares
    Change vs previous 13F +371 shares

    <0.01% of the 13F portfolio, value $213,814.

    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 3,919 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $204,572.

    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).