AVANTAX ADVISORY SERVICES, INC.: FSV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on FSV, newest first. How the timeline and the estimate are built.
AVANTAX ADVISORY SERVICES, INC. held 6,370 FSV shares at 2025-06-30 per its 13F-HR filed 2025-08-08.
the latest 13F is the newest step
- period ended2025-06-3013F 6,370 sharesChange vs previous 13F +106 shares
0.01% of the 13F portfolio, value $1,112,278.
13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,264 sharesChange vs previous 13F +1,376 shares
0.01% of the 13F portfolio, value $1,039,480.
13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,888 sharesChange vs previous 13F -255 shares
0.01% of the 13F portfolio, value $884,855.
13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,143 sharesChange vs previous 13F +821 shares
0.01% of the 13F portfolio, value $938,415.
13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 4,322 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $658,596.
13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).