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AVANTAX ADVISORY SERVICES, INC.: DLR position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 27,910 DLR 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 27,910 shares
    Change vs previous 13F +1,108 shares

    0.03% of the 13F portfolio, value $4,865,518.

    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 26,802 shares
    Change vs previous 13F +2,653 shares

    0.02% of the 13F portfolio, value $3,840,494.

    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 24,149 shares
    Change vs previous 13F +80 shares

    0.03% of the 13F portfolio, value $4,282,428.

    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 24,069 shares
    Change vs previous 13F -269 shares

    0.03% of the 13F portfolio, value $3,895,080.

    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 24,338 shares
    Change vs previous 13F +12,313 shares

    0.03% of the 13F portfolio, value $3,700,604.

    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 12,025 shares
    Change vs previous 13F -2,292 shares

    0.02% of the 13F portfolio, value $1,732,032.

    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 14,317 shares
    Change vs previous 13F -1,834 shares

    0.02% of the 13F portfolio, value $1,926,739.

    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 16,151 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,954,595.

    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).