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AVANTAX ADVISORY SERVICES, INC.: DSU position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 25,411 DSU 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 25,411 shares
    Change vs previous 13F -9,477 shares

    <0.01% of the 13F portfolio, value $268,345.

    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 34,888 shares
    Change vs previous 13F +880 shares

    <0.01% of the 13F portfolio, value $364,235.

    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 34,008 shares
    Change vs previous 13F +1,513 shares

    <0.01% of the 13F portfolio, value $365,931.

    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 32,495 shares
    Change vs previous 13F +1,299 shares

    <0.01% of the 13F portfolio, value $358,424.

    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 31,196 shares
    Change vs previous 13F +1,337 shares

    <0.01% of the 13F portfolio, value $338,162.

    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 29,859 shares
    Change vs previous 13F +5,497 shares

    <0.01% of the 13F portfolio, value $330,245.

    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 24,362 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $262,865.

    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).