Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: DON position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 39,129 DON 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 39,129 shares
    Change vs previous 13F +5,505 shares

    0.01% of the 13F portfolio, value $1,961,170.

    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 33,624 shares
    Change vs previous 13F +4,175 shares

    0.01% of the 13F portfolio, value $1,665,037.

    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 29,449 shares
    Change vs previous 13F +7,013 shares

    0.01% of the 13F portfolio, value $1,500,990.

    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 22,436 shares
    Change vs previous 13F +3,053 shares

    0.01% of the 13F portfolio, value $1,147,175.

    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 19,383 shares
    Change vs previous 13F -449 shares

    0.01% of the 13F portfolio, value $906,559.

    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 19,832 shares
    Change vs previous 13F -1,953 shares

    0.01% of the 13F portfolio, value $967,227.

    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 21,785 shares
    Change vs previous 13F +5,534 shares

    0.01% of the 13F portfolio, value $995,370.

    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 16,251 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $665,643.

    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).