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AVANTAX ADVISORY SERVICES, INC.: FIXD position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 298,695 FIXD 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 298,695 shares
    Change vs previous 13F -65,437 shares

    0.07% of the 13F portfolio, value $13,109,730.

    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 364,132 shares
    Change vs previous 13F -85,990 shares

    0.1% of the 13F portfolio, value $15,963,525.

    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 450,122 shares
    Change vs previous 13F -71,157 shares

    0.12% of the 13F portfolio, value $19,341,752.

    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 521,279 shares
    Change vs previous 13F -35,120 shares

    0.15% of the 13F portfolio, value $23,582,658.

    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 556,399 shares
    Change vs previous 13F -20,593 shares

    0.17% of the 13F portfolio, value $23,952,988.

    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 576,992 shares
    Change vs previous 13F +58,273 shares

    0.22% of the 13F portfolio, value $25,156,837.

    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 518,719 shares
    Change vs previous 13F +154,183 shares

    0.23% of the 13F portfolio, value $23,137,472.

    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 364,536 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $15,330,543.

    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).