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AVANTAX ADVISORY SERVICES, INC.: FREL position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 404,892 FREL 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 404,892 shares
    Change vs previous 13F -8,981 shares

    0.06% of the 13F portfolio, value $10,948,242.

    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 413,873 shares
    Change vs previous 13F +52,504 shares

    0.07% of the 13F portfolio, value $11,369,057.

    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 361,369 shares
    Change vs previous 13F +7,554 shares

    0.06% of the 13F portfolio, value $9,764,150.

    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 353,815 shares
    Change vs previous 13F +12,049 shares

    0.07% of the 13F portfolio, value $10,430,428.

    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 341,766 shares
    Change vs previous 13F +6,015 shares

    0.06% of the 13F portfolio, value $8,660,315.

    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 335,751 shares
    Change vs previous 13F +18,800 shares

    0.08% of the 13F portfolio, value $8,759,708.

    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 316,951 shares
    Change vs previous 13F +22,387 shares

    0.08% of the 13F portfolio, value $8,446,727.

    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 294,564 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,701,292.

    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).