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AVANTAX ADVISORY SERVICES, INC.: FIS position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 46,314 FIS 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 46,314 shares
    Change vs previous 13F +6,393 shares

    0.02% of the 13F portfolio, value $3,770,436.

    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 39,921 shares
    Change vs previous 13F -2,860 shares

    0.02% of the 13F portfolio, value $2,981,322.

    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 42,781 shares
    Change vs previous 13F -2,344 shares

    0.02% of the 13F portfolio, value $3,455,384.

    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 45,125 shares
    Change vs previous 13F -490 shares

    0.02% of the 13F portfolio, value $3,779,187.

    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 45,615 shares
    Change vs previous 13F +6,565 shares

    0.02% of the 13F portfolio, value $3,437,546.

    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 39,050 shares
    Change vs previous 13F +3,453 shares

    0.03% of the 13F portfolio, value $2,896,747.

    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 35,597 shares
    Change vs previous 13F +12,581 shares

    0.02% of the 13F portfolio, value $2,138,295.

    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 23,016 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,272,087.

    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).