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AVANTAX ADVISORY SERVICES, INC.: DGRO position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 370,607 DGRO 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 370,607 shares
    Change vs previous 13F +5,892 shares

    0.13% of the 13F portfolio, value $23,696,589.

    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 364,715 shares
    Change vs previous 13F +27,196 shares

    0.14% of the 13F portfolio, value $22,532,084.

    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 337,519 shares
    Change vs previous 13F +27,487 shares

    0.13% of the 13F portfolio, value $20,703,443.

    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 310,032 shares
    Change vs previous 13F -99,615 shares

    0.13% of the 13F portfolio, value $19,435,901.

    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 409,647 shares
    Change vs previous 13F -28,445 shares

    0.17% of the 13F portfolio, value $23,599,762.

    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 438,092 shares
    Change vs previous 13F -32,107 shares

    0.23% of the 13F portfolio, value $25,435,608.

    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 470,199 shares
    Change vs previous 13F -32,828 shares

    0.25% of the 13F portfolio, value $25,306,083.

    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 503,027 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $24,914,912.

    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).