Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: DFAT position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 53,430 DFAT 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 53,430 shares
    Change vs previous 13F +2,342 shares

    0.02% of the 13F portfolio, value $2,883,062.

    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 51,088 shares
    Change vs previous 13F +3,535 shares

    0.02% of the 13F portfolio, value $2,630,503.

    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 47,553 shares
    Change vs previous 13F +2,622 shares

    0.02% of the 13F portfolio, value $2,646,822.

    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 44,931 shares
    Change vs previous 13F +2,056 shares

    0.02% of the 13F portfolio, value $2,499,502.

    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 42,875 shares
    Change vs previous 13F +7,550 shares

    0.02% of the 13F portfolio, value $2,223,922.

    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 35,325 shares
    Change vs previous 13F +14,510 shares

    0.02% of the 13F portfolio, value $1,922,762.

    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 20,815 shares
    Change vs previous 13F +6,012 shares

    0.01% of the 13F portfolio, value $1,089,227.

    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 14,803 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $676,337.

    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).