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AVANTAX ADVISORY SERVICES, INC.: FTA position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 85,016 FTA 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 85,016 shares
    Change vs previous 13F -19,567 shares

    0.04% of the 13F portfolio, value $6,684,806.

    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 104,583 shares
    Change vs previous 13F -18,604 shares

    0.05% of the 13F portfolio, value $8,023,588.

    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 123,187 shares
    Change vs previous 13F -205 shares

    0.06% of the 13F portfolio, value $9,418,845.

    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 123,392 shares
    Change vs previous 13F +3,531 shares

    0.06% of the 13F portfolio, value $9,763,985.

    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 119,861 shares
    Change vs previous 13F -27,508 shares

    0.06% of the 13F portfolio, value $8,821,755.

    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 147,369 shares
    Change vs previous 13F +9,713 shares

    0.1% of the 13F portfolio, value $11,256,007.

    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 137,656 shares
    Change vs previous 13F -8,738 shares

    0.1% of the 13F portfolio, value $9,751,540.

    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 146,394 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $9,483,433.

    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).