Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: EPAM position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 5,655 EPAM 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 5,655 shares
    Change vs previous 13F -162 shares

    0.01% of the 13F portfolio, value $999,917.

    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 5,817 shares
    Change vs previous 13F -574 shares

    0.01% of the 13F portfolio, value $982,142.

    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 6,391 shares
    Change vs previous 13F +37 shares

    0.01% of the 13F portfolio, value $1,494,344.

    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 6,354 shares
    Change vs previous 13F +2,040 shares

    0.01% of the 13F portfolio, value $1,264,637.

    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 4,314 shares
    Change vs previous 13F +2,613 shares

    0.01% of the 13F portfolio, value $811,507.

    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 1,701 shares
    Change vs previous 13F +143 shares

    <0.01% of the 13F portfolio, value $469,748.

    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 1,558 shares
    Change vs previous 13F -107 shares

    <0.01% of the 13F portfolio, value $463,256.

    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 1,665 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $425,724.

    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).