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AVANTAX ADVISORY SERVICES, INC.: EXAS position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 5,369 EXAS 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 5,369 shares
    Change vs previous 13F -1,219 shares

    <0.01% of the 13F portfolio, value $285,326.

    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 6,588 shares
    Change vs previous 13F +1,259 shares

    <0.01% of the 13F portfolio, value $285,208.

    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 5,329 shares
    Change vs previous 13F -978 shares

    <0.01% of the 13F portfolio, value $299,437.

    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 6,307 shares
    Change vs previous 13F -520 shares

    <0.01% of the 13F portfolio, value $429,633.

    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 6,827 shares
    Change vs previous 13F +3,735 shares

    <0.01% of the 13F portfolio, value $288,441.

    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 3,092 shares
    Change vs previous 13F +9 shares

    <0.01% of the 13F portfolio, value $213,534.

    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 3,083 shares
    Change vs previous 13F -104 shares

    <0.01% of the 13F portfolio, value $228,080.

    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 3,187 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $217,417.

    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).