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AVANTAX ADVISORY SERVICES, INC.: FDN position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 14,242 FDN 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 14,242 shares
    Change vs previous 13F -1,996 shares

    0.02% of the 13F portfolio, value $3,835,798.

    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 16,238 shares
    Change vs previous 13F -740 shares

    0.02% of the 13F portfolio, value $3,607,272.

    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 16,978 shares
    Change vs previous 13F -1,196 shares

    0.03% of the 13F portfolio, value $4,128,540.

    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 18,174 shares
    Change vs previous 13F -1,648 shares

    0.03% of the 13F portfolio, value $3,849,862.

    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 19,822 shares
    Change vs previous 13F -1,365 shares

    0.03% of the 13F portfolio, value $4,062,382.

    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 21,187 shares
    Change vs previous 13F -1,261 shares

    0.04% of the 13F portfolio, value $4,345,235.

    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 22,448 shares
    Change vs previous 13F -4,722 shares

    0.04% of the 13F portfolio, value $4,187,761.

    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 27,170 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,336,678.

    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).