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AVANTAX ADVISORY SERVICES, INC.: IBDR position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 29,570 IBDR 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 29,570 shares
    Change vs previous 13F -847 shares

    <0.01% of the 13F portfolio, value $717,068.

    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 30,417 shares
    Change vs previous 13F +4,673 shares

    <0.01% of the 13F portfolio, value $736,387.

    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 25,744 shares
    Change vs previous 13F +2,510 shares

    <0.01% of the 13F portfolio, value $619,667.

    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 23,234 shares
    Change vs previous 13F +166 shares

    <0.01% of the 13F portfolio, value $564,589.

    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 23,068 shares
    Change vs previous 13F +2,001 shares

    <0.01% of the 13F portfolio, value $549,488.

    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 21,067 shares
    Change vs previous 13F +6,699 shares

    <0.01% of the 13F portfolio, value $502,449.

    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 14,368 shares
    Change vs previous 13F +835 shares

    <0.01% of the 13F portfolio, value $343,392.

    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 13,533 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $315,788.

    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).