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AVANTAX ADVISORY SERVICES, INC.: DWMF position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 57,747 DWMF 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 57,747 shares
    Change vs previous 13F -1,340 shares

    0.01% of the 13F portfolio, value $1,813,990.

    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 59,087 shares
    Change vs previous 13F -345 shares

    0.01% of the 13F portfolio, value $1,725,936.

    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 59,432 shares
    Change vs previous 13F -10,660 shares

    0.01% of the 13F portfolio, value $1,599,962.

    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 70,092 shares
    Change vs previous 13F -43,199 shares

    0.01% of the 13F portfolio, value $1,977,396.

    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 113,291 shares
    Change vs previous 13F -285,117 shares

    0.02% of the 13F portfolio, value $2,960,281.

    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 398,408 shares
    Change vs previous 13F -398,506 shares

    0.09% of the 13F portfolio, value $10,575,706.

    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 796,914 shares
    Change vs previous 13F -4,431 shares

    0.2% of the 13F portfolio, value $20,157,692.

    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 801,345 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $19,685,829.

    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).