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AVANTAX ADVISORY SERVICES, INC.: EFG position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 374,190 EFG 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 374,190 shares
    Change vs previous 13F +8,881 shares

    0.23% of the 13F portfolio, value $41,909,240.

    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 365,309 shares
    Change vs previous 13F -136,779 shares

    0.22% of the 13F portfolio, value $36,530,906.

    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 502,088 shares
    Change vs previous 13F +114,376 shares

    0.31% of the 13F portfolio, value $48,617,188.

    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 387,712 shares
    Change vs previous 13F +2,990 shares

    0.27% of the 13F portfolio, value $41,737,241.

    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 384,722 shares
    Change vs previous 13F +68,974 shares

    0.28% of the 13F portfolio, value $39,357,006.

    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 315,748 shares
    Change vs previous 13F +7,409 shares

    0.29% of the 13F portfolio, value $32,771,506.

    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 308,339 shares
    Change vs previous 13F -17,064 shares

    0.3% of the 13F portfolio, value $29,862,656.

    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 325,403 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $28,082,237.

    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).