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AVANTAX ADVISORY SERVICES, INC.: GIS position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 61,444 GIS 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 61,444 shares
    Change vs previous 13F +4,390 shares

    0.02% of the 13F portfolio, value $3,183,408.

    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 57,054 shares
    Change vs previous 13F +5,080 shares

    0.02% of the 13F portfolio, value $3,411,284.

    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 51,974 shares
    Change vs previous 13F -179 shares

    0.02% of the 13F portfolio, value $3,314,389.

    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 52,153 shares
    Change vs previous 13F +273 shares

    0.03% of the 13F portfolio, value $3,851,510.

    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 51,880 shares
    Change vs previous 13F +28,490 shares

    0.02% of the 13F portfolio, value $3,281,912.

    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 23,390 shares
    Change vs previous 13F -12,308 shares

    0.01% of the 13F portfolio, value $1,636,579.

    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 35,698 shares
    Change vs previous 13F -3,273 shares

    0.02% of the 13F portfolio, value $2,325,379.

    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 38,971 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,493,725.

    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).