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AVANTAX ADVISORY SERVICES, INC.: ED position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 24,045 ED 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 24,045 shares
    Change vs previous 13F +1,095 shares

    0.01% of the 13F portfolio, value $2,412,925.

    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 22,950 shares
    Change vs previous 13F -1,870 shares

    0.02% of the 13F portfolio, value $2,538,075.

    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 24,820 shares
    Change vs previous 13F +1,684 shares

    0.01% of the 13F portfolio, value $2,214,670.

    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 23,136 shares
    Change vs previous 13F +202 shares

    0.02% of the 13F portfolio, value $2,409,197.

    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 22,934 shares
    Change vs previous 13F -2,295 shares

    0.01% of the 13F portfolio, value $2,050,758.

    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 25,229 shares
    Change vs previous 13F +3,381 shares

    0.02% of the 13F portfolio, value $2,291,041.

    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 21,848 shares
    Change vs previous 13F -1,439 shares

    0.02% of the 13F portfolio, value $1,987,532.

    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 23,287 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,991,724.

    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).