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AVANTAX ADVISORY SERVICES, INC.: HMOP position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 67,049 HMOP 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 67,049 shares
    Change vs previous 13F -2,098 shares

    0.01% of the 13F portfolio, value $2,566,626.

    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 69,147 shares
    Change vs previous 13F +739 shares

    0.02% of the 13F portfolio, value $2,658,718.

    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 68,408 shares
    Change vs previous 13F -1,309 shares

    0.02% of the 13F portfolio, value $2,644,648.

    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 69,717 shares
    Change vs previous 13F -19,139 shares

    0.02% of the 13F portfolio, value $2,746,864.

    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 88,856 shares
    Change vs previous 13F -142,101 shares

    0.02% of the 13F portfolio, value $3,438,732.

    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 230,957 shares
    Change vs previous 13F -240,575 shares

    0.08% of the 13F portfolio, value $8,970,357.

    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 471,532 shares
    Change vs previous 13F -20,298 shares

    0.18% of the 13F portfolio, value $18,361,460.

    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 491,830 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $18,103,502.

    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).