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Disclosery

AVANTAX ADVISORY SERVICES, INC.: ETW position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 35,233 ETW 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 35,233 shares
    Change vs previous 13F -585 shares

    <0.01% of the 13F portfolio, value $304,761.

    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 35,818 shares
    Change vs previous 13F -931 shares

    <0.01% of the 13F portfolio, value $295,500.

    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 36,749 shares
    Change vs previous 13F +394 shares

    <0.01% of the 13F portfolio, value $309,426.

    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 36,355 shares
    Change vs previous 13F +1,898 shares

    <0.01% of the 13F portfolio, value $315,557.

    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 34,457 shares
    Change vs previous 13F +391 shares

    <0.01% of the 13F portfolio, value $284,955.

    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 34,066 shares
    Change vs previous 13F -18,535 shares

    <0.01% of the 13F portfolio, value $279,338.

    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 52,601 shares
    Change vs previous 13F -2,937 shares

    <0.01% of the 13F portfolio, value $408,713.

    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 55,538 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $424,314.

    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).