AVANTAX ADVISORY SERVICES, INC.: HRB position timeline

AVANTAX ADVISORY SERVICES, INC. held 6,986 HRB 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 6,986 shares

   Change vs previous 13F -1,135 shares

   <0.01% of the 13F portfolio, value $383,482.

   13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-03-31

   13F 8,121 shares

   Change vs previous 13F +1,212 shares

   <0.01% of the 13F portfolio, value $445,926.

   13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-12-31

   13F 6,909 shares

   Change vs previous 13F +259 shares

   <0.01% of the 13F portfolio, value $365,046.

   13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-09-30

   13F 6,650 shares

   Change vs previous 13F +92 shares

   <0.01% of the 13F portfolio, value $422,625.

   13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-06-30

   13F 6,558 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $355,622.

   13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
   Filed 2024-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).