Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: FRT position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 27,139 FRT 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 27,139 shares
    Change vs previous 13F +4,718 shares

    0.01% of the 13F portfolio, value $2,577,931.

    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 22,421 shares
    Change vs previous 13F -41 shares

    0.01% of the 13F portfolio, value $2,193,222.

    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 22,462 shares
    Change vs previous 13F +648 shares

    0.02% of the 13F portfolio, value $2,514,579.

    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 21,814 shares
    Change vs previous 13F +500 shares

    0.02% of the 13F portfolio, value $2,507,916.

    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 21,314 shares
    Change vs previous 13F +1,463 shares

    0.02% of the 13F portfolio, value $2,152,083.

    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 19,851 shares
    Change vs previous 13F +1,235 shares

    0.02% of the 13F portfolio, value $2,027,177.

    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 18,616 shares
    Change vs previous 13F +677 shares

    0.02% of the 13F portfolio, value $1,918,365.

    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 17,939 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,625,810.

    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).