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AVANTAX ADVISORY SERVICES, INC.: DFIV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 54,980 DFIV 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 54,980 shares
    Change vs previous 13F +13,511 shares

    0.01% of the 13F portfolio, value $2,354,808.

    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 41,469 shares
    Change vs previous 13F +14,169 shares

    0.01% of the 13F portfolio, value $1,632,215.

    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 27,300 shares
    Change vs previous 13F -2,170 shares

    0.01% of the 13F portfolio, value $968,597.

    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 29,470 shares
    Change vs previous 13F +1,085 shares

    0.01% of the 13F portfolio, value $1,122,212.

    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 28,385 shares
    Change vs previous 13F -8,203 shares

    0.01% of the 13F portfolio, value $1,020,164.

    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 36,588 shares
    Change vs previous 13F -12,865 shares

    0.01% of the 13F portfolio, value $1,344,621.

    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 49,453 shares
    Change vs previous 13F +14,920 shares

    0.02% of the 13F portfolio, value $1,699,201.

    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 34,533 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,126,475.

    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).