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AVANTAX ADVISORY SERVICES, INC.: IBD position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 28,693 IBD 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 28,693 shares
    Change vs previous 13F -172 shares

    <0.01% of the 13F portfolio, value $688,925.

    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 28,865 shares
    Change vs previous 13F +2,982 shares

    <0.01% of the 13F portfolio, value $685,536.

    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 25,883 shares
    Change vs previous 13F +239 shares

    <0.01% of the 13F portfolio, value $606,690.

    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 25,644 shares
    Change vs previous 13F +2,247 shares

    <0.01% of the 13F portfolio, value $617,517.

    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 23,397 shares
    Change vs previous 13F +2,508 shares

    <0.01% of the 13F portfolio, value $545,609.

    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 20,889 shares
    Change vs previous 13F -206 shares

    <0.01% of the 13F portfolio, value $490,474.

    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 21,095 shares
    Change vs previous 13F -4,098 shares

    <0.01% of the 13F portfolio, value $497,638.

    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 25,193 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $570,367.

    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).