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AVANTAX ADVISORY SERVICES, INC.: FE position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 51,159 FE 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 51,159 shares
    Change vs previous 13F +5,267 shares

    0.01% of the 13F portfolio, value $2,059,654.

    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 45,892 shares
    Change vs previous 13F -2,434 shares

    0.01% of the 13F portfolio, value $1,854,972.

    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 48,326 shares
    Change vs previous 13F +6,357 shares

    0.01% of the 13F portfolio, value $1,922,395.

    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 41,969 shares
    Change vs previous 13F +1,320 shares

    0.01% of the 13F portfolio, value $1,861,314.

    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 40,649 shares
    Change vs previous 13F +32,234 shares

    0.01% of the 13F portfolio, value $1,555,639.

    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 8,415 shares
    Change vs previous 13F -930 shares

    <0.01% of the 13F portfolio, value $325,001.

    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 9,345 shares
    Change vs previous 13F -1,264 shares

    <0.01% of the 13F portfolio, value $342,570.

    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 10,609 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $362,623.

    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).