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AVANTAX ADVISORY SERVICES, INC.: FICS position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 30,574 FICS 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 30,574 shares
    Change vs previous 13F -64,651 shares

    0.01% of the 13F portfolio, value $1,203,243.

    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 95,225 shares
    Change vs previous 13F +12,496 shares

    0.02% of the 13F portfolio, value $3,489,037.

    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 82,729 shares
    Change vs previous 13F -77,539 shares

    0.02% of the 13F portfolio, value $2,809,058.

    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 160,268 shares
    Change vs previous 13F +18,906 shares

    0.04% of the 13F portfolio, value $6,006,826.

    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 141,362 shares
    Change vs previous 13F +12,401 shares

    0.03% of the 13F portfolio, value $4,834,579.

    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 128,961 shares
    Change vs previous 13F +7,452 shares

    0.04% of the 13F portfolio, value $4,511,698.

    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 121,509 shares
    Change vs previous 13F +103,976 shares

    0.04% of the 13F portfolio, value $4,100,423.

    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 17,533 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $526,876.

    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).