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AVANTAX ADVISORY SERVICES, INC.: FDL position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 125,343 FDL 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 125,343 shares
    Change vs previous 13F -53,987 shares

    0.03% of the 13F portfolio, value $5,248,108.

    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 179,330 shares
    Change vs previous 13F +36,638 shares

    0.05% of the 13F portfolio, value $7,790,101.

    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 142,692 shares
    Change vs previous 13F +4,029 shares

    0.04% of the 13F portfolio, value $5,744,780.

    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 138,663 shares
    Change vs previous 13F -72,304 shares

    0.04% of the 13F portfolio, value $5,816,933.

    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 210,967 shares
    Change vs previous 13F -62,974 shares

    0.06% of the 13F portfolio, value $8,001,976.

    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 273,941 shares
    Change vs previous 13F +12,798 shares

    0.09% of the 13F portfolio, value $10,541,229.

    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 261,143 shares
    Change vs previous 13F -15,859 shares

    0.09% of the 13F portfolio, value $9,369,809.

    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 277,002 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $9,262,933.

    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).