Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: FELG position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 275,017 FELG 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 275,017 shares
    Change vs previous 13F +152,220 shares

    0.06% of the 13F portfolio, value $10,183,896.

    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 122,797 shares
    Change vs previous 13F +47,350 shares

    0.02% of the 13F portfolio, value $3,868,107.

    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 75,447 shares
    Change vs previous 13F +37,257 shares

    0.02% of the 13F portfolio, value $2,667,810.

    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 38,190 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,267,144.

    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).