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AVANTAX ADVISORY SERVICES, INC.: EPS position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 103,286 EPS 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 103,286 shares
    Change vs previous 13F -338 shares

    0.04% of the 13F portfolio, value $6,611,353.

    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 103,624 shares
    Change vs previous 13F +12,677 shares

    0.04% of the 13F portfolio, value $6,142,803.

    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 90,947 shares
    Change vs previous 13F +899 shares

    0.03% of the 13F portfolio, value $5,564,135.

    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 90,048 shares
    Change vs previous 13F -3,000 shares

    0.04% of the 13F portfolio, value $5,406,470.

    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 93,048 shares
    Change vs previous 13F -1,982 shares

    0.04% of the 13F portfolio, value $5,292,587.

    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 95,030 shares
    Change vs previous 13F -237 shares

    0.05% of the 13F portfolio, value $5,264,678.

    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 95,267 shares
    Change vs previous 13F -4,602 shares

    0.05% of the 13F portfolio, value $4,774,328.

    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 99,869 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,568,987.

    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).