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AVANTAX ADVISORY SERVICES, INC.: DFAS position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 215,903 DFAS 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 215,903 shares
    Change vs previous 13F +17,447 shares

    0.08% of the 13F portfolio, value $13,755,182.

    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 198,456 shares
    Change vs previous 13F +119,686 shares

    0.07% of the 13F portfolio, value $11,857,715.

    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 78,770 shares
    Change vs previous 13F -7,309 shares

    0.03% of the 13F portfolio, value $5,126,325.

    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 86,079 shares
    Change vs previous 13F +17,684 shares

    0.04% of the 13F portfolio, value $5,583,106.

    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 68,395 shares
    Change vs previous 13F +17,188 shares

    0.03% of the 13F portfolio, value $4,109,165.

    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 51,207 shares
    Change vs previous 13F +4,713 shares

    0.03% of the 13F portfolio, value $3,192,235.

    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 46,494 shares
    Change vs previous 13F -6,953 shares

    0.03% of the 13F portfolio, value $2,771,959.

    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 53,447 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,805,428.

    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).