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AVANTAX ADVISORY SERVICES, INC.: HDV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 138,386 HDV 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 138,386 shares
    Change vs previous 13F +12,751 shares

    0.09% of the 13F portfolio, value $16,214,722.

    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 125,635 shares
    Change vs previous 13F +4,482 shares

    0.09% of the 13F portfolio, value $15,216,880.

    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 121,153 shares
    Change vs previous 13F +5,411 shares

    0.09% of the 13F portfolio, value $13,600,644.

    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 115,742 shares
    Change vs previous 13F +287 shares

    0.09% of the 13F portfolio, value $13,613,583.

    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 115,455 shares
    Change vs previous 13F +7,844 shares

    0.09% of the 13F portfolio, value $12,549,953.

    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 107,611 shares
    Change vs previous 13F +1,966 shares

    0.11% of the 13F portfolio, value $11,859,847.

    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 105,645 shares
    Change vs previous 13F -16,777 shares

    0.11% of the 13F portfolio, value $10,774,746.

    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 122,422 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $12,106,291.

    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).