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AVANTAX ADVISORY SERVICES, INC.: DTD position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 48,196 DTD 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 48,196 shares
    Change vs previous 13F +2,137 shares

    0.02% of the 13F portfolio, value $3,832,508.

    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 46,059 shares
    Change vs previous 13F +5,034 shares

    0.02% of the 13F portfolio, value $3,544,258.

    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 41,025 shares
    Change vs previous 13F -3,367 shares

    0.02% of the 13F portfolio, value $3,112,251.

    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 44,392 shares
    Change vs previous 13F -570 shares

    0.02% of the 13F portfolio, value $3,403,948.

    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 44,962 shares
    Change vs previous 13F +2,614 shares

    0.02% of the 13F portfolio, value $3,184,682.

    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 42,348 shares
    Change vs previous 13F +3,671 shares

    0.03% of the 13F portfolio, value $2,994,856.

    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 38,677 shares
    Change vs previous 13F +10,832 shares

    0.03% of the 13F portfolio, value $2,528,713.

    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 27,845 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,675,450.

    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).