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AVANTAX ADVISORY SERVICES, INC.: DIA position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 56,270 DIA 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 56,270 shares
    Change vs previous 13F +4,465 shares

    0.14% of the 13F portfolio, value $24,795,538.

    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 51,805 shares
    Change vs previous 13F +1,374 shares

    0.13% of the 13F portfolio, value $21,751,707.

    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 50,431 shares
    Change vs previous 13F +1,504 shares

    0.13% of the 13F portfolio, value $21,458,391.

    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 48,927 shares
    Change vs previous 13F +1,585 shares

    0.14% of the 13F portfolio, value $20,702,119.

    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 47,342 shares
    Change vs previous 13F +1,338 shares

    0.13% of the 13F portfolio, value $18,516,691.

    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 46,004 shares
    Change vs previous 13F +1,037 shares

    0.16% of the 13F portfolio, value $18,298,602.

    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 44,967 shares
    Change vs previous 13F -103 shares

    0.17% of the 13F portfolio, value $16,946,797.

    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 45,070 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $15,096,125.

    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).