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AVANTAX ADVISORY SERVICES, INC.: DOC position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 96,468 DOC 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 96,468 shares
    Change vs previous 13F +25,938 shares

    0.01% of the 13F portfolio, value $1,689,148.

    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 70,530 shares
    Change vs previous 13F +5,379 shares

    0.01% of the 13F portfolio, value $1,426,124.

    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 65,151 shares
    Change vs previous 13F +38,462 shares

    0.01% of the 13F portfolio, value $1,320,619.

    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 26,689 shares
    Change vs previous 13F +602 shares

    <0.01% of the 13F portfolio, value $610,374.

    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 26,087 shares
    Change vs previous 13F +7,966 shares

    <0.01% of the 13F portfolio, value $511,314.

    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 18,121 shares
    Change vs previous 13F +4,184 shares

    <0.01% of the 13F portfolio, value $339,774.

    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 13,937 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $275,946.

    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).