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AVANTAX ADVISORY SERVICES, INC.: FLQM position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 140,217 FLQM 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 140,217 shares
    Change vs previous 13F +16,214 shares

    0.04% of the 13F portfolio, value $7,615,186.

    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 124,003 shares
    Change vs previous 13F -4,862 shares

    0.04% of the 13F portfolio, value $6,573,392.

    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 128,865 shares
    Change vs previous 13F +6,965 shares

    0.04% of the 13F portfolio, value $6,998,637.

    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 121,900 shares
    Change vs previous 13F +58,801 shares

    0.04% of the 13F portfolio, value $6,789,843.

    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 63,099 shares
    Change vs previous 13F +2,160 shares

    0.02% of the 13F portfolio, value $3,236,347.

    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 60,939 shares
    Change vs previous 13F -4,941 shares

    0.03% of the 13F portfolio, value $3,257,822.

    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 65,880 shares
    Change vs previous 13F +11,870 shares

    0.03% of the 13F portfolio, value $3,170,798.

    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 54,010 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,320,286.

    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).