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AVANTAX ADVISORY SERVICES, INC.: DFLV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 1,773,795 DFLV 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 1,773,795 shares
    Change vs previous 13F +47,079 shares

    0.3% of the 13F portfolio, value $55,023,134.

    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 1,726,716 shares
    Change vs previous 13F +405,783 shares

    0.32% of the 13F portfolio, value $52,785,722.

    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 1,320,933 shares
    Change vs previous 13F +352,704 shares

    0.25% of the 13F portfolio, value $39,667,620.

    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 968,229 shares
    Change vs previous 13F +172,190 shares

    0.2% of the 13F portfolio, value $29,831,129.

    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 796,039 shares
    Change vs previous 13F +512,093 shares

    0.16% of the 13F portfolio, value $23,013,494.

    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 283,946 shares
    Change vs previous 13F +242,566 shares

    0.08% of the 13F portfolio, value $8,515,528.

    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 41,380 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,119,335.

    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).