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AVANTAX ADVISORY SERVICES, INC.: GTO position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 96,902 GTO 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 96,902 shares
    Change vs previous 13F +5,884 shares

    0.02% of the 13F portfolio, value $4,543,742.

    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 91,018 shares
    Change vs previous 13F +2,431 shares

    0.03% of the 13F portfolio, value $4,271,478.

    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 88,587 shares
    Change vs previous 13F +25,898 shares

    0.03% of the 13F portfolio, value $4,110,434.

    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 62,689 shares
    Change vs previous 13F +21,645 shares

    0.02% of the 13F portfolio, value $3,027,871.

    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 41,044 shares
    Change vs previous 13F +3,692 shares

    0.01% of the 13F portfolio, value $1,902,784.

    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 37,352 shares
    Change vs previous 13F -34,492 shares

    0.02% of the 13F portfolio, value $1,748,439.

    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 71,844 shares
    Change vs previous 13F +28,683 shares

    0.03% of the 13F portfolio, value $3,393,914.

    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 43,161 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,926,260.

    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).