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AVANTAX ADVISORY SERVICES, INC.: FAST position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 98,823 FAST 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 98,823 shares
    Change vs previous 13F +56,056 shares

    0.02% of the 13F portfolio, value $4,150,556.

    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 42,767 shares
    Change vs previous 13F +8,928 shares

    0.02% of the 13F portfolio, value $3,316,553.

    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 33,839 shares
    Change vs previous 13F -859 shares

    0.02% of the 13F portfolio, value $2,433,374.

    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 34,698 shares
    Change vs previous 13F -1,021 shares

    0.02% of the 13F portfolio, value $2,478,097.

    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 35,719 shares
    Change vs previous 13F +23,298 shares

    0.02% of the 13F portfolio, value $2,244,561.

    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 12,421 shares
    Change vs previous 13F -557 shares

    0.01% of the 13F portfolio, value $958,185.

    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 12,978 shares
    Change vs previous 13F +924 shares

    0.01% of the 13F portfolio, value $840,559.

    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 12,054 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $658,630.

    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).