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AVANTAX ADVISORY SERVICES, INC.: EFAV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 119,045 EFAV 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 119,045 shares
    Change vs previous 13F -1,452 shares

    0.05% of the 13F portfolio, value $10,006,929.

    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 120,497 shares
    Change vs previous 13F +13,217 shares

    0.06% of the 13F portfolio, value $9,389,113.

    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 107,280 shares
    Change vs previous 13F +466 shares

    0.05% of the 13F portfolio, value $7,585,780.

    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 106,814 shares
    Change vs previous 13F +3,229 shares

    0.05% of the 13F portfolio, value $8,192,657.

    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 103,585 shares
    Change vs previous 13F +12,074 shares

    0.05% of the 13F portfolio, value $7,184,139.

    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 91,511 shares
    Change vs previous 13F -4,492 shares

    0.06% of the 13F portfolio, value $6,486,293.

    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 96,003 shares
    Change vs previous 13F -19,135 shares

    0.07% of the 13F portfolio, value $6,656,822.

    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 115,138 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,509,332.

    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).