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AVANTAX ADVISORY SERVICES, INC.: DIS position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 121,008 DIS 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 121,008 shares
    Change vs previous 13F -11,562 shares

    0.08% of the 13F portfolio, value $15,006,255.

    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 132,570 shares
    Change vs previous 13F +1,689 shares

    0.08% of the 13F portfolio, value $13,084,613.

    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 130,881 shares
    Change vs previous 13F +8,450 shares

    0.09% of the 13F portfolio, value $14,573,610.

    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 122,431 shares
    Change vs previous 13F +4,804 shares

    0.08% of the 13F portfolio, value $11,776,665.

    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 117,627 shares
    Change vs previous 13F +12,013 shares

    0.08% of the 13F portfolio, value $11,679,141.

    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 105,614 shares
    Change vs previous 13F +4,401 shares

    0.11% of the 13F portfolio, value $12,922,984.

    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 101,213 shares
    Change vs previous 13F -13,427 shares

    0.09% of the 13F portfolio, value $9,138,493.

    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 114,640 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $9,291,567.

    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).