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AVANTAX ADVISORY SERVICES, INC.: HUSV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 56,960 HUSV 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 56,960 shares
    Change vs previous 13F -9,938 shares

    0.01% of the 13F portfolio, value $2,274,428.

    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 66,898 shares
    Change vs previous 13F -127 shares

    0.02% of the 13F portfolio, value $2,688,639.

    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 67,025 shares
    Change vs previous 13F +3 shares

    0.02% of the 13F portfolio, value $2,504,718.

    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 67,022 shares
    Change vs previous 13F +676 shares

    0.02% of the 13F portfolio, value $2,562,928.

    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 66,346 shares
    Change vs previous 13F -185 shares

    0.02% of the 13F portfolio, value $2,349,187.

    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 66,531 shares
    Change vs previous 13F +4,748 shares

    0.02% of the 13F portfolio, value $2,380,664.

    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 61,783 shares
    Change vs previous 13F +3,753 shares

    0.02% of the 13F portfolio, value $2,073,268.

    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 58,030 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,807,866.

    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).