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Disclosery

AVANTAX ADVISORY SERVICES, INC.: DSL position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 13,901 DSL 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 13,901 shares
    Change vs previous 13F -5,812 shares

    <0.01% of the 13F portfolio, value $170,152.

    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 19,713 shares
    Change vs previous 13F -15,420 shares

    <0.01% of the 13F portfolio, value $248,586.

    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 35,133 shares
    Change vs previous 13F +14,849 shares

    <0.01% of the 13F portfolio, value $441,622.

    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 20,284 shares
    Change vs previous 13F +8,333 shares

    <0.01% of the 13F portfolio, value $263,282.

    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 11,951 shares
    Change vs previous 13F +11,951 shares

    <0.01% of the 13F portfolio, value $149,622.

    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 0 shares
    Change vs previous 13F -16,256 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2023-12-31
    13F 16,256 shares
    Change vs previous 13F +4,608 shares

    <0.01% of the 13F portfolio, value $198,973.

    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 11,648 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $136,515.

    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).