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AVANTAX ADVISORY SERVICES, INC.: HD position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 98,439 HD 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 98,439 shares
    Change vs previous 13F -5,065 shares

    0.2% of the 13F portfolio, value $36,091,648.

    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 103,504 shares
    Change vs previous 13F +3,452 shares

    0.23% of the 13F portfolio, value $37,933,326.

    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 100,052 shares
    Change vs previous 13F +2,199 shares

    0.24% of the 13F portfolio, value $38,919,276.

    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 97,853 shares
    Change vs previous 13F -736 shares

    0.26% of the 13F portfolio, value $39,650,029.

    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 98,589 shares
    Change vs previous 13F +38,690 shares

    0.24% of the 13F portfolio, value $33,938,361.

    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 59,899 shares
    Change vs previous 13F +395 shares

    0.2% of the 13F portfolio, value $22,977,244.

    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 59,504 shares
    Change vs previous 13F +439 shares

    0.2% of the 13F portfolio, value $20,620,940.

    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 59,065 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $17,846,956.

    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).