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AVANTAX ADVISORY SERVICES, INC.: HEEM position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 102,750 HEEM 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 102,750 shares
    Change vs previous 13F -2,112 shares

    0.02% of the 13F portfolio, value $3,092,262.

    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 104,862 shares
    Change vs previous 13F +4,738 shares

    0.02% of the 13F portfolio, value $2,944,531.

    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 100,124 shares
    Change vs previous 13F +5,063 shares

    0.02% of the 13F portfolio, value $2,706,041.

    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 95,061 shares
    Change vs previous 13F +4,833 shares

    0.02% of the 13F portfolio, value $2,701,623.

    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 90,228 shares
    Change vs previous 13F +9,212 shares

    0.02% of the 13F portfolio, value $2,445,174.

    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 81,016 shares
    Change vs previous 13F +3,995 shares

    0.02% of the 13F portfolio, value $2,078,328.

    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 77,021 shares
    Change vs previous 13F +3,478 shares

    0.02% of the 13F portfolio, value $1,893,179.

    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 73,543 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,738,568.

    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).