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AVANTAX ADVISORY SERVICES, INC.: FMHI position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 58,243 FMHI 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 58,243 shares
    Change vs previous 13F +9,829 shares

    0.01% of the 13F portfolio, value $2,719,942.

    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 48,414 shares
    Change vs previous 13F -7,587 shares

    0.01% of the 13F portfolio, value $2,314,452.

    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 56,001 shares
    Change vs previous 13F +27,226 shares

    0.02% of the 13F portfolio, value $2,704,301.

    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 28,775 shares
    Change vs previous 13F +14,776 shares

    0.01% of the 13F portfolio, value $1,421,490.

    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 13,999 shares
    Change vs previous 13F +812 shares

    <0.01% of the 13F portfolio, value $676,408.

    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 13,187 shares
    Change vs previous 13F +8,343 shares

    0.01% of the 13F portfolio, value $635,342.

    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 4,844 shares
    Change vs previous 13F -4,642 shares

    <0.01% of the 13F portfolio, value $230,959.

    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 9,486 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $427,550.

    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).