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AVANTAX ADVISORY SERVICES, INC.: FAAR position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 57,652 FAAR 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 57,652 shares
    Change vs previous 13F -4,691 shares

    0.01% of the 13F portfolio, value $1,599,848.

    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 62,343 shares
    Change vs previous 13F -6,379 shares

    0.01% of the 13F portfolio, value $1,802,970.

    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 68,722 shares
    Change vs previous 13F -13,352 shares

    0.01% of the 13F portfolio, value $1,924,889.

    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 82,074 shares
    Change vs previous 13F +5,220 shares

    0.01% of the 13F portfolio, value $2,284,113.

    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 76,854 shares
    Change vs previous 13F -35,213 shares

    0.02% of the 13F portfolio, value $2,183,427.

    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 112,067 shares
    Change vs previous 13F +146 shares

    0.03% of the 13F portfolio, value $3,226,399.

    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 111,921 shares
    Change vs previous 13F -8,444 shares

    0.03% of the 13F portfolio, value $3,061,050.

    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 120,365 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,454,465.

    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).