Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: DBC position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 33,221 DBC 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 33,221 shares
    Change vs previous 13F -9,248 shares

    <0.01% of the 13F portfolio, value $724,560.

    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 42,469 shares
    Change vs previous 13F +6,400 shares

    0.01% of the 13F portfolio, value $955,551.

    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 36,069 shares
    Change vs previous 13F -3,762 shares

    <0.01% of the 13F portfolio, value $771,159.

    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 39,831 shares
    Change vs previous 13F -19,044 shares

    0.01% of the 13F portfolio, value $887,033.

    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 58,875 shares
    Change vs previous 13F -6,828 shares

    0.01% of the 13F portfolio, value $1,367,674.

    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 65,703 shares
    Change vs previous 13F -110,022 shares

    0.01% of the 13F portfolio, value $1,509,189.

    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 175,725 shares
    Change vs previous 13F +38,662 shares

    0.04% of the 13F portfolio, value $3,872,982.

    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 137,063 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,421,084.

    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).