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AVANTAX ADVISORY SERVICES, INC.: DFUS position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 75,052 DFUS 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 75,052 shares
    Change vs previous 13F -1,739 shares

    0.03% of the 13F portfolio, value $5,029,983.

    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 76,791 shares
    Change vs previous 13F +6,972 shares

    0.03% of the 13F portfolio, value $4,644,312.

    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 69,819 shares
    Change vs previous 13F +3,915 shares

    0.03% of the 13F portfolio, value $4,450,953.

    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 65,904 shares
    Change vs previous 13F +1,863 shares

    0.03% of the 13F portfolio, value $4,099,252.

    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 64,041 shares
    Change vs previous 13F +25,521 shares

    0.03% of the 13F portfolio, value $3,768,809.

    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 38,520 shares
    Change vs previous 13F +8,893 shares

    0.02% of the 13F portfolio, value $2,194,842.

    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 29,627 shares
    Change vs previous 13F +4,855 shares

    0.02% of the 13F portfolio, value $1,535,563.

    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 24,772 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,153,146.

    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).