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AVANTAX ADVISORY SERVICES, INC.: EXPO position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 20,194 EXPO 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 20,194 shares
    Change vs previous 13F +132 shares

    0.01% of the 13F portfolio, value $1,508,676.

    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 20,062 shares
    Change vs previous 13F +1,178 shares

    0.01% of the 13F portfolio, value $1,626,261.

    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 18,884 shares
    Change vs previous 13F -1,076 shares

    0.01% of the 13F portfolio, value $1,682,569.

    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 19,960 shares
    Change vs previous 13F +9 shares

    0.02% of the 13F portfolio, value $2,300,962.

    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 19,951 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,897,726.

    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).