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AVANTAX ADVISORY SERVICES, INC.: ESGU position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 39,300 ESGU 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 39,300 shares
    Change vs previous 13F -723 shares

    0.03% of the 13F portfolio, value $5,317,248.

    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 40,023 shares
    Change vs previous 13F -13,856 shares

    0.03% of the 13F portfolio, value $4,879,179.

    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 53,879 shares
    Change vs previous 13F -3,632 shares

    0.04% of the 13F portfolio, value $6,940,672.

    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 57,511 shares
    Change vs previous 13F -1,186 shares

    0.05% of the 13F portfolio, value $7,256,716.

    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 58,697 shares
    Change vs previous 13F -16,737 shares

    0.05% of the 13F portfolio, value $7,003,678.

    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 75,434 shares
    Change vs previous 13F -33,703 shares

    0.08% of the 13F portfolio, value $8,671,890.

    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 109,137 shares
    Change vs previous 13F +2,850 shares

    0.11% of the 13F portfolio, value $11,450,659.

    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 106,287 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $9,981,446.

    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).