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AVANTAX ADVISORY SERVICES, INC.: DBA position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 93,071 DBA 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 93,071 shares
    Change vs previous 13F +7,284 shares

    0.01% of the 13F portfolio, value $2,433,802.

    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 85,787 shares
    Change vs previous 13F +75,605 shares

    0.01% of the 13F portfolio, value $2,259,618.

    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 10,182 shares
    Change vs previous 13F -188 shares

    <0.01% of the 13F portfolio, value $270,746.

    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 10,370 shares
    Change vs previous 13F -618 shares

    <0.01% of the 13F portfolio, value $270,563.

    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 10,988 shares
    Change vs previous 13F -3,567 shares

    <0.01% of the 13F portfolio, value $261,526.

    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 14,555 shares
    Change vs previous 13F -6,089 shares

    <0.01% of the 13F portfolio, value $360,374.

    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 20,644 shares
    Change vs previous 13F -9,724 shares

    <0.01% of the 13F portfolio, value $428,153.

    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 30,368 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $650,169.

    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).