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AVANTAX ADVISORY SERVICES, INC.: FNDA position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 73,130 FNDA 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 73,130 shares
    Change vs previous 13F +14,861 shares

    0.01% of the 13F portfolio, value $2,095,185.

    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 58,269 shares
    Change vs previous 13F +3,993 shares

    0.01% of the 13F portfolio, value $1,595,976.

    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 54,276 shares
    Change vs previous 13F +34,242 shares

    0.01% of the 13F portfolio, value $1,612,006.

    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 20,034 shares
    Change vs previous 13F +1,264 shares

    0.01% of the 13F portfolio, value $1,193,409.

    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 18,770 shares
    Change vs previous 13F +3,391 shares

    0.01% of the 13F portfolio, value $1,030,838.

    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 15,379 shares
    Change vs previous 13F +8,478 shares

    0.01% of the 13F portfolio, value $877,070.

    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 6,901 shares
    Change vs previous 13F -7,484 shares

    <0.01% of the 13F portfolio, value $381,961.

    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 14,385 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $697,548.

    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).