Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: FLRT position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 243,483 FLRT 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 243,483 shares
    Change vs previous 13F +1,195 shares

    0.06% of the 13F portfolio, value $11,589,780.

    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 242,288 shares
    Change vs previous 13F +87,300 shares

    0.07% of the 13F portfolio, value $11,409,318.

    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 154,988 shares
    Change vs previous 13F +29,049 shares

    0.05% of the 13F portfolio, value $7,368,120.

    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 125,939 shares
    Change vs previous 13F +34,411 shares

    0.04% of the 13F portfolio, value $5,980,853.

    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 91,528 shares
    Change vs previous 13F +7,949 shares

    0.03% of the 13F portfolio, value $4,352,139.

    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 83,579 shares
    Change vs previous 13F +1,657 shares

    0.04% of the 13F portfolio, value $3,975,030.

    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 81,922 shares
    Change vs previous 13F +8,955 shares

    0.04% of the 13F portfolio, value $3,861,003.

    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 72,967 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,406,470.

    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).