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AVANTAX ADVISORY SERVICES, INC.: DFAI position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 45,403 DFAI 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 45,403 shares
    Change vs previous 13F +6,551 shares

    0.01% of the 13F portfolio, value $1,569,593.

    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 38,852 shares
    Change vs previous 13F -12 shares

    0.01% of the 13F portfolio, value $1,213,353.

    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 38,864 shares
    Change vs previous 13F +3,400 shares

    0.01% of the 13F portfolio, value $1,134,828.

    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 35,464 shares
    Change vs previous 13F -4,779 shares

    0.01% of the 13F portfolio, value $1,127,036.

    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 40,243 shares
    Change vs previous 13F +6,582 shares

    0.01% of the 13F portfolio, value $1,194,016.

    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 33,661 shares
    Change vs previous 13F +3,201 shares

    0.01% of the 13F portfolio, value $1,017,248.

    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 30,460 shares
    Change vs previous 13F +21,207 shares

    0.01% of the 13F portfolio, value $872,376.

    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 9,253 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $241,591.

    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).