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AVANTAX ADVISORY SERVICES, INC.: EQWL position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 169,949 EQWL 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 169,949 shares
    Change vs previous 13F +25,031 shares

    0.1% of the 13F portfolio, value $18,689,280.

    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 144,918 shares
    Change vs previous 13F +34,332 shares

    0.09% of the 13F portfolio, value $14,939,607.

    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 110,586 shares
    Change vs previous 13F +28,425 shares

    0.07% of the 13F portfolio, value $11,310,752.

    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 82,161 shares
    Change vs previous 13F +4,610 shares

    0.06% of the 13F portfolio, value $8,406,741.

    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 77,551 shares
    Change vs previous 13F +1,156 shares

    0.05% of the 13F portfolio, value $7,328,533.

    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 76,395 shares
    Change vs previous 13F +72,951 shares

    0.06% of the 13F portfolio, value $7,249,132.

    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 3,444 shares
    Change vs previous 13F +278 shares

    <0.01% of the 13F portfolio, value $301,537.

    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 3,166 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $248,734.

    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).