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AVANTAX ADVISORY SERVICES, INC.: HEFA position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 467,357 HEFA 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 467,357 shares
    Change vs previous 13F -137,424 shares

    0.1% of the 13F portfolio, value $17,740,852.

    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 604,781 shares
    Change vs previous 13F +100,138 shares

    0.13% of the 13F portfolio, value $21,947,500.

    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 504,643 shares
    Change vs previous 13F +18,078 shares

    0.11% of the 13F portfolio, value $17,536,348.

    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 486,565 shares
    Change vs previous 13F -21,861 shares

    0.11% of the 13F portfolio, value $17,234,114.

    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 508,426 shares
    Change vs previous 13F +39,055 shares

    0.13% of the 13F portfolio, value $18,077,083.

    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 469,371 shares
    Change vs previous 13F +138,041 shares

    0.15% of the 13F portfolio, value $16,371,645.

    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 331,330 shares
    Change vs previous 13F +61,947 shares

    0.1% of the 13F portfolio, value $10,440,200.

    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 269,383 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $8,108,414.

    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).