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AVANTAX ADVISORY SERVICES, INC.: DEM position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 166,507 DEM 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 166,507 shares
    Change vs previous 13F -10,553 shares

    0.04% of the 13F portfolio, value $7,541,094.

    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 177,060 shares
    Change vs previous 13F +9,715 shares

    0.05% of the 13F portfolio, value $7,450,694.

    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 167,345 shares
    Change vs previous 13F -1,354 shares

    0.04% of the 13F portfolio, value $6,775,790.

    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 168,699 shares
    Change vs previous 13F -7,810 shares

    0.05% of the 13F portfolio, value $7,424,449.

    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 176,509 shares
    Change vs previous 13F -102,190 shares

    0.05% of the 13F portfolio, value $7,644,589.

    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 278,699 shares
    Change vs previous 13F -152,896 shares

    0.1% of the 13F portfolio, value $11,660,750.

    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 431,595 shares
    Change vs previous 13F -27,153 shares

    0.17% of the 13F portfolio, value $17,557,293.

    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 458,748 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $17,193,881.

    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).