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AVANTAX ADVISORY SERVICES, INC.: FNDF position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 64,225 FNDF 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 64,225 shares
    Change vs previous 13F +3,079 shares

    0.01% of the 13F portfolio, value $2,570,303.

    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 61,146 shares
    Change vs previous 13F +1,751 shares

    0.01% of the 13F portfolio, value $2,209,814.

    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 59,395 shares
    Change vs previous 13F -50 shares

    0.01% of the 13F portfolio, value $1,972,515.

    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 59,445 shares
    Change vs previous 13F +5,615 shares

    0.01% of the 13F portfolio, value $2,221,460.

    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 53,830 shares
    Change vs previous 13F -3,336 shares

    0.01% of the 13F portfolio, value $1,885,662.

    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 57,166 shares
    Change vs previous 13F +11,283 shares

    0.02% of the 13F portfolio, value $2,035,664.

    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 45,883 shares
    Change vs previous 13F -57,485 shares

    0.02% of the 13F portfolio, value $1,547,617.

    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 103,368 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,273,659.

    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).