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AVANTAX ADVISORY SERVICES, INC.: DVN position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 82,764 DVN 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 82,764 shares
    Change vs previous 13F -911 shares

    0.01% of the 13F portfolio, value $2,632,716.

    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 83,675 shares
    Change vs previous 13F +7,827 shares

    0.02% of the 13F portfolio, value $3,129,442.

    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 75,848 shares
    Change vs previous 13F +8,733 shares

    0.02% of the 13F portfolio, value $2,482,500.

    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 67,115 shares
    Change vs previous 13F +440 shares

    0.02% of the 13F portfolio, value $2,625,553.

    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 66,675 shares
    Change vs previous 13F -7,549 shares

    0.02% of the 13F portfolio, value $3,160,407.

    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 74,224 shares
    Change vs previous 13F -35,803 shares

    0.03% of the 13F portfolio, value $3,724,581.

    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 110,027 shares
    Change vs previous 13F +1,471 shares

    0.05% of the 13F portfolio, value $4,984,204.

    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 108,556 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,178,127.

    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).