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AVANTAX ADVISORY SERVICES, INC.: DBEF position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 360,586 DBEF 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 360,586 shares
    Change vs previous 13F +35,559 shares

    0.09% of the 13F portfolio, value $15,775,614.

    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 325,027 shares
    Change vs previous 13F +56,945 shares

    0.09% of the 13F portfolio, value $14,073,657.

    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 268,082 shares
    Change vs previous 13F +16,443 shares

    0.07% of the 13F portfolio, value $11,098,613.

    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 251,639 shares
    Change vs previous 13F +27,353 shares

    0.07% of the 13F portfolio, value $10,573,877.

    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 224,286 shares
    Change vs previous 13F +56,583 shares

    0.07% of the 13F portfolio, value $9,294,399.

    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 167,703 shares
    Change vs previous 13F +19,855 shares

    0.06% of the 13F portfolio, value $6,864,078.

    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 147,848 shares
    Change vs previous 13F +18,011 shares

    0.05% of the 13F portfolio, value $5,467,407.

    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 129,837 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,531,304.

    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).