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AVANTAX ADVISORY SERVICES, INC.: DOW position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 133,393 DOW 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 133,393 shares
    Change vs previous 13F +4,848 shares

    0.02% of the 13F portfolio, value $3,532,258.

    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 128,545 shares
    Change vs previous 13F +12,044 shares

    0.03% of the 13F portfolio, value $4,488,806.

    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 116,501 shares
    Change vs previous 13F +4,063 shares

    0.03% of the 13F portfolio, value $4,675,195.

    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 112,438 shares
    Change vs previous 13F +22,932 shares

    0.04% of the 13F portfolio, value $6,142,497.

    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 89,506 shares
    Change vs previous 13F +33,499 shares

    0.03% of the 13F portfolio, value $4,748,305.

    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 56,007 shares
    Change vs previous 13F +5,913 shares

    0.03% of the 13F portfolio, value $3,244,490.

    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 50,094 shares
    Change vs previous 13F +528 shares

    0.03% of the 13F portfolio, value $2,747,147.

    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 49,566 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,555,639.

    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).