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AVANTAX ADVISORY SERVICES, INC.: EMR position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 90,513 EMR 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 90,513 shares
    Change vs previous 13F -822 shares

    0.07% of the 13F portfolio, value $12,068,043.

    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 91,335 shares
    Change vs previous 13F -686 shares

    0.06% of the 13F portfolio, value $10,014,020.

    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 92,021 shares
    Change vs previous 13F +4,298 shares

    0.07% of the 13F portfolio, value $11,404,176.

    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 87,723 shares
    Change vs previous 13F +532 shares

    0.06% of the 13F portfolio, value $9,594,240.

    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 87,191 shares
    Change vs previous 13F +57,775 shares

    0.07% of the 13F portfolio, value $9,604,925.

    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 29,416 shares
    Change vs previous 13F -2,231 shares

    0.03% of the 13F portfolio, value $3,336,415.

    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 31,647 shares
    Change vs previous 13F -1,486 shares

    0.03% of the 13F portfolio, value $3,080,199.

    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 33,133 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,199,678.

    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).