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AVANTAX ADVISORY SERVICES, INC.: FISV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 20,188 FISV 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 20,188 shares
    Change vs previous 13F -5,446 shares

    0.02% of the 13F portfolio, value $3,480,556.

    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 25,634 shares
    Change vs previous 13F +1,411 shares

    0.03% of the 13F portfolio, value $5,660,683.

    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 24,223 shares
    Change vs previous 13F +697 shares

    0.03% of the 13F portfolio, value $4,975,889.

    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 23,526 shares
    Change vs previous 13F +1,462 shares

    0.03% of the 13F portfolio, value $4,226,446.

    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 22,064 shares
    Change vs previous 13F +12,627 shares

    0.02% of the 13F portfolio, value $3,288,419.

    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 9,437 shares
    Change vs previous 13F -851 shares

    0.01% of the 13F portfolio, value $1,508,221.

    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 10,288 shares
    Change vs previous 13F +75 shares

    0.01% of the 13F portfolio, value $1,366,658.

    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 10,213 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,153,660.

    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).