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AVANTAX ADVISORY SERVICES, INC.: FLOT position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 72,814 FLOT 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 72,814 shares
    Change vs previous 13F +8,838 shares

    0.02% of the 13F portfolio, value $3,714,986.

    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 63,976 shares
    Change vs previous 13F +9,454 shares

    0.02% of the 13F portfolio, value $3,265,976.

    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 54,522 shares
    Change vs previous 13F +1,719 shares

    0.02% of the 13F portfolio, value $2,774,060.

    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 52,803 shares
    Change vs previous 13F -2,032 shares

    0.02% of the 13F portfolio, value $2,695,048.

    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 54,835 shares
    Change vs previous 13F -641 shares

    0.02% of the 13F portfolio, value $2,801,521.

    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 55,476 shares
    Change vs previous 13F -23,414 shares

    0.03% of the 13F portfolio, value $2,832,620.

    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 78,890 shares
    Change vs previous 13F -5,325 shares

    0.04% of the 13F portfolio, value $3,993,392.

    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 84,215 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,285,694.

    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).