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AVANTAX ADVISORY SERVICES, INC.: DOCU position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 18,448 DOCU 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 18,448 shares
    Change vs previous 13F +688 shares

    0.01% of the 13F portfolio, value $1,436,876.

    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 17,760 shares
    Change vs previous 13F +1,077 shares

    0.01% of the 13F portfolio, value $1,445,623.

    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 16,683 shares
    Change vs previous 13F +368 shares

    0.01% of the 13F portfolio, value $1,500,424.

    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 16,315 shares
    Change vs previous 13F +205 shares

    0.01% of the 13F portfolio, value $1,012,967.

    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 16,110 shares
    Change vs previous 13F -63 shares

    0.01% of the 13F portfolio, value $861,858.

    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 16,173 shares
    Change vs previous 13F +1,077 shares

    0.01% of the 13F portfolio, value $963,072.

    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 15,096 shares
    Change vs previous 13F -2,815 shares

    0.01% of the 13F portfolio, value $897,427.

    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 17,911 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $752,241.

    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).