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AVANTAX ADVISORY SERVICES, INC.: ET position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 224,186 ET 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 224,186 shares
    Change vs previous 13F +33,771 shares

    0.02% of the 13F portfolio, value $4,064,493.

    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 190,415 shares
    Change vs previous 13F +7,632 shares

    0.02% of the 13F portfolio, value $3,539,808.

    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 182,783 shares
    Change vs previous 13F +20,565 shares

    0.02% of the 13F portfolio, value $3,580,728.

    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 162,218 shares
    Change vs previous 13F +7,441 shares

    0.02% of the 13F portfolio, value $2,603,597.

    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 154,777 shares
    Change vs previous 13F +10,513 shares

    0.02% of the 13F portfolio, value $2,510,479.

    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 144,264 shares
    Change vs previous 13F -9,232 shares

    0.02% of the 13F portfolio, value $2,269,276.

    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 153,496 shares
    Change vs previous 13F -6,604 shares

    0.02% of the 13F portfolio, value $2,118,249.

    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 160,100 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,246,209.

    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).