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AVANTAX ADVISORY SERVICES, INC.: FMF position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 62,143 FMF 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 62,143 shares
    Change vs previous 13F -3,353 shares

    0.02% of the 13F portfolio, value $2,809,463.

    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 65,496 shares
    Change vs previous 13F +1,993 shares

    0.02% of the 13F portfolio, value $3,020,688.

    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 63,503 shares
    Change vs previous 13F +1,436 shares

    0.02% of the 13F portfolio, value $3,021,453.

    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 62,067 shares
    Change vs previous 13F +5,692 shares

    0.02% of the 13F portfolio, value $2,948,195.

    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 56,375 shares
    Change vs previous 13F +392 shares

    0.02% of the 13F portfolio, value $2,743,484.

    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 55,983 shares
    Change vs previous 13F +289 shares

    0.03% of the 13F portfolio, value $2,831,325.

    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 55,694 shares
    Change vs previous 13F -8,306 shares

    0.03% of the 13F portfolio, value $2,568,148.

    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 64,000 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,134,936.

    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).