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AVANTAX ADVISORY SERVICES, INC.: FTC position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 28,228 FTC 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 28,228 shares
    Change vs previous 13F -6,406 shares

    0.02% of the 13F portfolio, value $4,261,525.

    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 34,634 shares
    Change vs previous 13F -12,617 shares

    0.03% of the 13F portfolio, value $4,550,936.

    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 47,251 shares
    Change vs previous 13F -11,353 shares

    0.04% of the 13F portfolio, value $6,532,454.

    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 58,604 shares
    Change vs previous 13F -595 shares

    0.05% of the 13F portfolio, value $7,702,944.

    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 59,199 shares
    Change vs previous 13F -7,766 shares

    0.05% of the 13F portfolio, value $7,253,628.

    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 66,965 shares
    Change vs previous 13F -804 shares

    0.07% of the 13F portfolio, value $8,255,398.

    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 67,769 shares
    Change vs previous 13F +1,961 shares

    0.07% of the 13F portfolio, value $7,424,738.

    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 65,808 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,367,601.

    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).