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AVANTAX ADVISORY SERVICES, INC.: DES position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 100,168 DES 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 100,168 shares
    Change vs previous 13F -7,497 shares

    0.02% of the 13F portfolio, value $3,181,346.

    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 107,665 shares
    Change vs previous 13F +10,167 shares

    0.02% of the 13F portfolio, value $3,440,969.

    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 97,498 shares
    Change vs previous 13F -1,117 shares

    0.02% of the 13F portfolio, value $3,349,056.

    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 98,615 shares
    Change vs previous 13F -585 shares

    0.02% of the 13F portfolio, value $3,401,217.

    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 99,200 shares
    Change vs previous 13F +750 shares

    0.02% of the 13F portfolio, value $3,090,067.

    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 98,450 shares
    Change vs previous 13F +222 shares

    0.03% of the 13F portfolio, value $3,217,348.

    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 98,228 shares
    Change vs previous 13F -2,378 shares

    0.03% of the 13F portfolio, value $3,159,983.

    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 100,606 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,837,080.

    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).