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AVANTAX ADVISORY SERVICES, INC.: DFSV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 1,888,085 DFSV 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 1,888,085 shares
    Change vs previous 13F -234,412 shares

    0.31% of the 13F portfolio, value $55,566,329.

    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 2,122,497 shares
    Change vs previous 13F +300,598 shares

    0.36% of the 13F portfolio, value $59,748,285.

    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 1,821,899 shares
    Change vs previous 13F +308,179 shares

    0.35% of the 13F portfolio, value $56,078,065.

    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 1,513,720 shares
    Change vs previous 13F +502,065 shares

    0.31% of the 13F portfolio, value $46,622,563.

    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 1,011,655 shares
    Change vs previous 13F +690,381 shares

    0.21% of the 13F portfolio, value $29,115,443.

    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 321,274 shares
    Change vs previous 13F +233,958 shares

    0.09% of the 13F portfolio, value $9,670,338.

    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 87,316 shares
    Change vs previous 13F +77,735 shares

    0.03% of the 13F portfolio, value $2,542,634.

    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 9,581 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $242,795.

    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).