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AVANTAX ADVISORY SERVICES, INC.: HDB position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 62,729 HDB 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 62,729 shares
    Change vs previous 13F +444 shares

    0.03% of the 13F portfolio, value $4,809,427.

    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 62,285 shares
    Change vs previous 13F +1,342 shares

    0.03% of the 13F portfolio, value $4,138,192.

    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 60,943 shares
    Change vs previous 13F -134 shares

    0.02% of the 13F portfolio, value $3,891,839.

    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 61,077 shares
    Change vs previous 13F +3,541 shares

    0.03% of the 13F portfolio, value $3,820,974.

    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 57,536 shares
    Change vs previous 13F +39,749 shares

    0.03% of the 13F portfolio, value $3,701,316.

    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 17,787 shares
    Change vs previous 13F +3,804 shares

    0.01% of the 13F portfolio, value $995,566.

    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 13,983 shares
    Change vs previous 13F +1,300 shares

    0.01% of the 13F portfolio, value $938,422.

    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 12,683 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $748,453.

    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).