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AVANTAX ADVISORY SERVICES, INC.: DIVO position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 78,092 DIVO 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 78,092 shares
    Change vs previous 13F +3,241 shares

    0.02% of the 13F portfolio, value $3,322,796.

    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 74,851 shares
    Change vs previous 13F +26,053 shares

    0.02% of the 13F portfolio, value $3,051,686.

    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 48,798 shares
    Change vs previous 13F -265 shares

    0.01% of the 13F portfolio, value $1,975,341.

    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 49,063 shares
    Change vs previous 13F +632 shares

    0.01% of the 13F portfolio, value $2,020,891.

    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 48,431 shares
    Change vs previous 13F +691 shares

    0.01% of the 13F portfolio, value $1,874,267.

    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 47,740 shares
    Change vs previous 13F +934 shares

    0.02% of the 13F portfolio, value $1,856,140.

    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 46,806 shares
    Change vs previous 13F -8,225 shares

    0.02% of the 13F portfolio, value $1,710,743.

    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 55,031 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,911,228.

    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).