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AVANTAX ADVISORY SERVICES, INC.: DGRW position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 487,073 DGRW 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 487,073 shares
    Change vs previous 13F +31,681 shares

    0.22% of the 13F portfolio, value $40,787,467.

    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 455,392 shares
    Change vs previous 13F +36,581 shares

    0.22% of the 13F portfolio, value $36,367,608.

    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 418,811 shares
    Change vs previous 13F +37,411 shares

    0.21% of the 13F portfolio, value $33,894,331.

    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 381,400 shares
    Change vs previous 13F +20,343 shares

    0.21% of the 13F portfolio, value $31,736,321.

    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 361,057 shares
    Change vs previous 13F +33,083 shares

    0.2% of the 13F portfolio, value $28,180,524.

    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 327,974 shares
    Change vs previous 13F +37,288 shares

    0.22% of the 13F portfolio, value $24,988,325.

    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 290,686 shares
    Change vs previous 13F +32,490 shares

    0.2% of the 13F portfolio, value $20,429,428.

    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 258,196 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $16,392,869.

    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).