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AVANTAX ADVISORY SERVICES, INC.: DE position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 26,008 DE 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 26,008 shares
    Change vs previous 13F +2,409 shares

    0.07% of the 13F portfolio, value $13,224,576.

    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 23,599 shares
    Change vs previous 13F +1,199 shares

    0.07% of the 13F portfolio, value $11,076,316.

    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 22,400 shares
    Change vs previous 13F +1,517 shares

    0.06% of the 13F portfolio, value $9,490,781.

    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 20,883 shares
    Change vs previous 13F -1 shares

    0.06% of the 13F portfolio, value $8,715,141.

    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 20,884 shares
    Change vs previous 13F +3,997 shares

    0.06% of the 13F portfolio, value $7,803,051.

    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 16,887 shares
    Change vs previous 13F -2,516 shares

    0.06% of the 13F portfolio, value $6,936,206.

    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 19,403 shares
    Change vs previous 13F +816 shares

    0.08% of the 13F portfolio, value $7,758,660.

    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 18,587 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,014,293.

    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).