Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: HOMB position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 98,708 HOMB 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 98,708 shares
    Change vs previous 13F +8,510 shares

    0.02% of the 13F portfolio, value $2,809,232.

    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 90,198 shares
    Change vs previous 13F +27,330 shares

    0.02% of the 13F portfolio, value $2,549,905.

    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 62,868 shares
    Change vs previous 13F +7,881 shares

    0.01% of the 13F portfolio, value $1,779,167.

    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 54,987 shares
    Change vs previous 13F +17,627 shares

    0.01% of the 13F portfolio, value $1,489,606.

    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 37,360 shares
    Change vs previous 13F +23,077 shares

    0.01% of the 13F portfolio, value $895,152.

    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 14,283 shares
    Change vs previous 13F +105 shares

    <0.01% of the 13F portfolio, value $350,939.

    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 14,178 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $359,129.

    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).