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AVANTAX ADVISORY SERVICES, INC.: DFEB position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 44,062 DFEB 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 44,062 shares
    Change vs previous 13F -900 shares

    0.01% of the 13F portfolio, value $1,967,126.

    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 44,962 shares
    Change vs previous 13F -6,177 shares

    0.01% of the 13F portfolio, value $1,895,148.

    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 51,139 shares
    Change vs previous 13F -1,798 shares

    0.01% of the 13F portfolio, value $2,183,124.

    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 52,937 shares
    Change vs previous 13F -4,138 shares

    0.01% of the 13F portfolio, value $2,209,590.

    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 57,075 shares
    Change vs previous 13F +2,472 shares

    0.02% of the 13F portfolio, value $2,301,835.

    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 54,603 shares
    Change vs previous 13F -400 shares

    0.02% of the 13F portfolio, value $2,135,523.

    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 55,003 shares
    Change vs previous 13F -21,000 shares

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

    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 76,003 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,648,393.

    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).