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AVANTAX ADVISORY SERVICES, INC.: EMB position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 95,862 EMB 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 95,862 shares
    Change vs previous 13F -44,677 shares

    0.05% of the 13F portfolio, value $8,878,696.

    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 140,539 shares
    Change vs previous 13F +15,603 shares

    0.08% of the 13F portfolio, value $12,731,465.

    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 124,936 shares
    Change vs previous 13F +6,062 shares

    0.07% of the 13F portfolio, value $11,124,287.

    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 118,874 shares
    Change vs previous 13F +8,518 shares

    0.07% of the 13F portfolio, value $11,124,241.

    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 110,356 shares
    Change vs previous 13F +16,069 shares

    0.07% of the 13F portfolio, value $9,764,287.

    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 94,287 shares
    Change vs previous 13F +14,476 shares

    0.08% of the 13F portfolio, value $8,454,720.

    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 79,811 shares
    Change vs previous 13F +4,565 shares

    0.07% of the 13F portfolio, value $7,107,958.

    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 75,246 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,209,286.

    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).