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AVANTAX ADVISORY SERVICES, INC.: FMB position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 129,342 FMB 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 129,342 shares
    Change vs previous 13F -492,275 shares

    0.04% of the 13F portfolio, value $6,443,796.

    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 621,617 shares
    Change vs previous 13F +16,676 shares

    0.19% of the 13F portfolio, value $31,343,287.

    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 604,941 shares
    Change vs previous 13F +2,306 shares

    0.19% of the 13F portfolio, value $30,858,021.

    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 602,635 shares
    Change vs previous 13F +17,914 shares

    0.21% of the 13F portfolio, value $31,312,889.

    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 584,721 shares
    Change vs previous 13F +59,750 shares

    0.21% of the 13F portfolio, value $29,855,857.

    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 524,971 shares
    Change vs previous 13F +161,642 shares

    0.24% of the 13F portfolio, value $26,962,521.

    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 363,329 shares
    Change vs previous 13F -25,493 shares

    0.19% of the 13F portfolio, value $18,771,193.

    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 388,822 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $19,005,636.

    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).