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AVANTAX ADVISORY SERVICES, INC.: DFAE position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 1,506,344 DFAE 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 1,506,344 shares
    Change vs previous 13F +808,590 shares

    0.24% of the 13F portfolio, value $43,608,647.

    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 697,754 shares
    Change vs previous 13F +23,302 shares

    0.11% of the 13F portfolio, value $18,064,845.

    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 674,452 shares
    Change vs previous 13F +12,421 shares

    0.11% of the 13F portfolio, value $17,110,845.

    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 662,031 shares
    Change vs previous 13F +4,601 shares

    0.12% of the 13F portfolio, value $18,146,261.

    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 657,430 shares
    Change vs previous 13F +254,377 shares

    0.12% of the 13F portfolio, value $17,007,700.

    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 403,053 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $9,963,478.

    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).