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AVANTAX ADVISORY SERVICES, INC.: FLRN position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 46,001 FLRN 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 46,001 shares
    Change vs previous 13F -49 shares

    0.01% of the 13F portfolio, value $1,418,215.

    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 46,050 shares
    Change vs previous 13F +273 shares

    0.01% of the 13F portfolio, value $1,419,264.

    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 45,777 shares
    Change vs previous 13F +2,798 shares

    0.01% of the 13F portfolio, value $1,406,739.

    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 42,979 shares
    Change vs previous 13F +16,965 shares

    0.01% of the 13F portfolio, value $1,325,899.

    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 26,014 shares
    Change vs previous 13F -6,736 shares

    0.01% of the 13F portfolio, value $802,530.

    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 32,750 shares
    Change vs previous 13F -1,245 shares

    0.01% of the 13F portfolio, value $1,009,689.

    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 33,995 shares
    Change vs previous 13F -1,073 shares

    0.01% of the 13F portfolio, value $1,039,903.

    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 35,068 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,077,290.

    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).