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AVANTAX ADVISORY SERVICES, INC.: HLN position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 59,243 HLN 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 59,243 shares
    Change vs previous 13F -3,329 shares

    <0.01% of the 13F portfolio, value $614,352.

    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 62,572 shares
    Change vs previous 13F -14,358 shares

    <0.01% of the 13F portfolio, value $643,866.

    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 76,930 shares
    Change vs previous 13F -15,947 shares

    <0.01% of the 13F portfolio, value $733,910.

    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 92,877 shares
    Change vs previous 13F -31,782 shares

    0.01% of the 13F portfolio, value $982,634.

    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 124,659 shares
    Change vs previous 13F +101,184 shares

    0.01% of the 13F portfolio, value $1,029,683.

    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 23,475 shares
    Change vs previous 13F -4,756 shares

    <0.01% of the 13F portfolio, value $199,304.

    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 28,231 shares
    Change vs previous 13F -6,399 shares

    <0.01% of the 13F portfolio, value $232,342.

    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 34,630 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $288,464.

    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).