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AVANTAX ADVISORY SERVICES, INC.: DFAC position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 170,197 DFAC 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 170,197 shares
    Change vs previous 13F +23 shares

    0.03% of the 13F portfolio, value $6,099,864.

    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 170,174 shares
    Change vs previous 13F +5,578 shares

    0.03% of the 13F portfolio, value $5,614,053.

    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 164,596 shares
    Change vs previous 13F +9,352 shares

    0.04% of the 13F portfolio, value $5,693,372.

    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 155,244 shares
    Change vs previous 13F +13,896 shares

    0.03% of the 13F portfolio, value $5,323,302.

    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 141,348 shares
    Change vs previous 13F +6,852 shares

    0.03% of the 13F portfolio, value $4,557,049.

    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 134,496 shares
    Change vs previous 13F +21,604 shares

    0.04% of the 13F portfolio, value $4,297,137.

    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 112,892 shares
    Change vs previous 13F +33,356 shares

    0.03% of the 13F portfolio, value $3,299,832.

    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 79,536 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,083,850.

    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).