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AVANTAX ADVISORY SERVICES, INC.: EIX position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 36,522 EIX 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 36,522 shares
    Change vs previous 13F -223 shares

    0.01% of the 13F portfolio, value $1,884,555.

    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 36,745 shares
    Change vs previous 13F -3,449 shares

    0.01% of the 13F portfolio, value $2,165,014.

    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 40,194 shares
    Change vs previous 13F +391 shares

    0.02% of the 13F portfolio, value $3,209,128.

    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 39,803 shares
    Change vs previous 13F +3,255 shares

    0.02% of the 13F portfolio, value $3,466,453.

    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 36,548 shares
    Change vs previous 13F +11,907 shares

    0.02% of the 13F portfolio, value $2,624,497.

    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 24,641 shares
    Change vs previous 13F +3,527 shares

    0.02% of the 13F portfolio, value $1,742,846.

    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 21,114 shares
    Change vs previous 13F +8,922 shares

    0.01% of the 13F portfolio, value $1,509,406.

    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 12,192 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $771,631.

    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).