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AVANTAX ADVISORY SERVICES, INC.: EQH position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 28,190 EQH 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 28,190 shares
    Change vs previous 13F +5,030 shares

    0.01% of the 13F portfolio, value $1,581,463.

    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 23,160 shares
    Change vs previous 13F +5,039 shares

    0.01% of the 13F portfolio, value $1,206,396.

    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 18,121 shares
    Change vs previous 13F -4,133 shares

    0.01% of the 13F portfolio, value $854,748.

    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 22,254 shares
    Change vs previous 13F +2,932 shares

    0.01% of the 13F portfolio, value $935,330.

    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 19,322 shares
    Change vs previous 13F -3,232 shares

    0.01% of the 13F portfolio, value $789,512.

    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 22,554 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $857,288.

    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).