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AVANTAX ADVISORY SERVICES, INC.: FPE position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 622,473 FPE 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 622,473 shares
    Change vs previous 13F +63,915 shares

    0.06% of the 13F portfolio, value $11,080,011.

    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 558,558 shares
    Change vs previous 13F +294,283 shares

    0.06% of the 13F portfolio, value $9,825,030.

    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 264,275 shares
    Change vs previous 13F -59,671 shares

    0.03% of the 13F portfolio, value $4,677,659.

    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 323,946 shares
    Change vs previous 13F -74,651 shares

    0.04% of the 13F portfolio, value $5,863,429.

    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 398,597 shares
    Change vs previous 13F +67,455 shares

    0.05% of the 13F portfolio, value $6,919,642.

    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 331,142 shares
    Change vs previous 13F +30,884 shares

    0.05% of the 13F portfolio, value $5,735,385.

    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 300,258 shares
    Change vs previous 13F -38,295 shares

    0.05% of the 13F portfolio, value $5,062,356.

    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 338,553 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,406,690.

    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).