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AVANTAX ADVISORY SERVICES, INC.: FDT position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 41,604 FDT 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 41,604 shares
    Change vs previous 13F -4,282 shares

    0.02% of the 13F portfolio, value $2,860,711.

    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 45,886 shares
    Change vs previous 13F -4,644 shares

    0.02% of the 13F portfolio, value $2,672,873.

    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 50,530 shares
    Change vs previous 13F -4,126 shares

    0.02% of the 13F portfolio, value $2,732,686.

    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 54,656 shares
    Change vs previous 13F -2,702 shares

    0.02% of the 13F portfolio, value $3,152,005.

    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 57,358 shares
    Change vs previous 13F -839 shares

    0.02% of the 13F portfolio, value $3,158,105.

    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 58,197 shares
    Change vs previous 13F -14,608 shares

    0.03% of the 13F portfolio, value $3,265,989.

    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 72,805 shares
    Change vs previous 13F -9,620 shares

    0.04% of the 13F portfolio, value $3,822,992.

    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 82,425 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,141,042.

    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).