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AVANTAX ADVISORY SERVICES, INC.: HYG position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 68,627 HYG 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 68,627 shares
    Change vs previous 13F +3,365 shares

    0.03% of the 13F portfolio, value $5,534,801.

    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 65,262 shares
    Change vs previous 13F +3,866 shares

    0.03% of the 13F portfolio, value $5,148,494.

    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 61,396 shares
    Change vs previous 13F +2,316 shares

    0.03% of the 13F portfolio, value $4,828,763.

    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 59,080 shares
    Change vs previous 13F +2,128 shares

    0.03% of the 13F portfolio, value $4,744,161.

    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 56,952 shares
    Change vs previous 13F +19,222 shares

    0.03% of the 13F portfolio, value $4,393,255.

    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 37,730 shares
    Change vs previous 13F +4,744 shares

    0.03% of the 13F portfolio, value $2,932,768.

    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 32,986 shares
    Change vs previous 13F -7,268 shares

    0.03% of the 13F portfolio, value $2,552,818.

    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 40,254 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,967,529.

    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).