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AVANTAX ADVISORY SERVICES, INC.: F position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 284,694 F 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 284,694 shares
    Change vs previous 13F +2,793 shares

    0.02% of the 13F portfolio, value $3,088,927.

    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 281,901 shares
    Change vs previous 13F +48,355 shares

    0.02% of the 13F portfolio, value $2,827,465.

    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 233,546 shares
    Change vs previous 13F -37,917 shares

    0.01% of the 13F portfolio, value $2,312,109.

    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 271,463 shares
    Change vs previous 13F -275 shares

    0.02% of the 13F portfolio, value $2,866,649.

    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 271,738 shares
    Change vs previous 13F +56,981 shares

    0.02% of the 13F portfolio, value $3,407,589.

    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 214,757 shares
    Change vs previous 13F -31,581 shares

    0.03% of the 13F portfolio, value $2,851,975.

    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 246,338 shares
    Change vs previous 13F -598 shares

    0.03% of the 13F portfolio, value $3,002,859.

    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 246,936 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,066,947.

    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).