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AVANTAX ADVISORY SERVICES, INC.: FDEC position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 4,934 FDEC 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 4,934 shares
    Change vs previous 13F -1,940 shares

    <0.01% of the 13F portfolio, value $230,252.

    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 6,874 shares
    Change vs previous 13F -1,049 shares

    <0.01% of the 13F portfolio, value $298,360.

    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 7,923 shares
    Change vs previous 13F +3,199 shares

    <0.01% of the 13F portfolio, value $353,168.

    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 4,724 shares
    Change vs previous 13F -4,457 shares

    <0.01% of the 13F portfolio, value $206,821.

    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 9,181 shares
    Change vs previous 13F -4,249 shares

    <0.01% of the 13F portfolio, value $390,652.

    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 13,430 shares
    Change vs previous 13F -2,821 shares

    <0.01% of the 13F portfolio, value $553,450.

    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 16,251 shares
    Change vs previous 13F -10,406 shares

    0.01% of the 13F portfolio, value $633,626.

    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 26,657 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $938,060.

    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).