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AVANTAX ADVISORY SERVICES, INC.: FPEI position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 22,989 FPEI 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 22,989 shares
    Change vs previous 13F -15,010 shares

    <0.01% of the 13F portfolio, value $436,569.

    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 37,999 shares
    Change vs previous 13F +12,470 shares

    <0.01% of the 13F portfolio, value $710,577.

    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 25,529 shares
    Change vs previous 13F +6,929 shares

    <0.01% of the 13F portfolio, value $477,391.

    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 18,600 shares
    Change vs previous 13F -1,241 shares

    <0.01% of the 13F portfolio, value $354,694.

    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 19,841 shares
    Change vs previous 13F -1,661 shares

    <0.01% of the 13F portfolio, value $364,476.

    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 21,502 shares
    Change vs previous 13F -554 shares

    <0.01% of the 13F portfolio, value $391,765.

    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 22,056 shares
    Change vs previous 13F +1,761 shares

    <0.01% of the 13F portfolio, value $393,251.

    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 20,295 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $342,586.

    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).