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AVANTAX ADVISORY SERVICES, INC.: FLTR position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 84,124 FLTR 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 84,124 shares
    Change vs previous 13F -17,724 shares

    0.01% of the 13F portfolio, value $2,145,169.

    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 101,848 shares
    Change vs previous 13F +24,952 shares

    0.02% of the 13F portfolio, value $2,602,214.

    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 76,896 shares
    Change vs previous 13F +13,584 shares

    0.01% of the 13F portfolio, value $1,957,014.

    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 63,312 shares
    Change vs previous 13F +21,513 shares

    0.01% of the 13F portfolio, value $1,612,551.

    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 41,799 shares
    Change vs previous 13F +25,475 shares

    0.01% of the 13F portfolio, value $1,066,286.

    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 16,324 shares
    Change vs previous 13F -4,783 shares

    <0.01% of the 13F portfolio, value $416,430.

    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 21,107 shares
    Change vs previous 13F +1,743 shares

    0.01% of the 13F portfolio, value $530,853.

    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 19,364 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $489,721.

    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).