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AVANTAX ADVISORY SERVICES, INC.: FPXI position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 3,663 FPXI 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 3,663 shares
    Change vs previous 13F -597 shares

    <0.01% of the 13F portfolio, value $206,860.

    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 4,260 shares
    Change vs previous 13F -1,132 shares

    <0.01% of the 13F portfolio, value $200,632.

    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 5,392 shares
    Change vs previous 13F -850 shares

    <0.01% of the 13F portfolio, value $254,231.

    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 6,242 shares
    Change vs previous 13F -1,536 shares

    <0.01% of the 13F portfolio, value $301,842.

    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 7,778 shares
    Change vs previous 13F -1,480 shares

    <0.01% of the 13F portfolio, value $366,014.

    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 9,258 shares
    Change vs previous 13F -4,485 shares

    <0.01% of the 13F portfolio, value $427,516.

    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 13,743 shares
    Change vs previous 13F -1,016 shares

    0.01% of the 13F portfolio, value $580,657.

    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 14,759 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $567,059.

    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).