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AVANTAX ADVISORY SERVICES, INC.: FBND position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 838,606 FBND 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 838,606 shares
    Change vs previous 13F +118,991 shares

    0.21% of the 13F portfolio, value $38,366,221.

    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 719,615 shares
    Change vs previous 13F +72,497 shares

    0.2% of the 13F portfolio, value $32,850,415.

    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 647,118 shares
    Change vs previous 13F +125,613 shares

    0.18% of the 13F portfolio, value $29,036,179.

    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 521,505 shares
    Change vs previous 13F +79,278 shares

    0.16% of the 13F portfolio, value $24,375,117.

    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 442,227 shares
    Change vs previous 13F +60,685 shares

    0.14% of the 13F portfolio, value $19,869,270.

    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 381,542 shares
    Change vs previous 13F +47,189 shares

    0.15% of the 13F portfolio, value $17,287,675.

    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 334,353 shares
    Change vs previous 13F +95,672 shares

    0.15% of the 13F portfolio, value $15,393,625.

    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 238,681 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $10,396,949.

    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).