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AVANTAX ADVISORY SERVICES, INC.: ES position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 33,810 ES 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 33,810 shares
    Change vs previous 13F +18,157 shares

    0.01% of the 13F portfolio, value $2,150,990.

    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 15,653 shares
    Change vs previous 13F -2,924 shares

    0.01% of the 13F portfolio, value $972,210.

    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 18,577 shares
    Change vs previous 13F +274 shares

    0.01% of the 13F portfolio, value $1,066,870.

    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 18,303 shares
    Change vs previous 13F +668 shares

    0.01% of the 13F portfolio, value $1,245,511.

    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 17,635 shares
    Change vs previous 13F +9,691 shares

    0.01% of the 13F portfolio, value $1,000,102.

    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 7,944 shares
    Change vs previous 13F +192 shares

    <0.01% of the 13F portfolio, value $474,820.

    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 7,752 shares
    Change vs previous 13F +17 shares

    <0.01% of the 13F portfolio, value $478,471.

    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 7,735 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $449,796.

    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).