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AVANTAX ADVISORY SERVICES, INC.: FTSM position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 296,336 FTSM 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 296,336 shares
    Change vs previous 13F +8,505 shares

    0.1% of the 13F portfolio, value $17,741,625.

    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 287,831 shares
    Change vs previous 13F -1,027 shares

    0.1% of the 13F portfolio, value $17,223,804.

    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 288,858 shares
    Change vs previous 13F +7,265 shares

    0.11% of the 13F portfolio, value $17,265,048.

    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 281,593 shares
    Change vs previous 13F -101,513 shares

    0.11% of the 13F portfolio, value $16,858,998.

    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 383,106 shares
    Change vs previous 13F +20,733 shares

    0.16% of the 13F portfolio, value $22,833,093.

    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 362,373 shares
    Change vs previous 13F +34,483 shares

    0.19% of the 13F portfolio, value $21,604,690.

    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 327,890 shares
    Change vs previous 13F -39,447 shares

    0.19% of the 13F portfolio, value $19,561,905.

    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 367,337 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $21,827,146.

    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).