Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: INTU position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 27,759 INTU 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 27,759 shares
    Change vs previous 13F +1,930 shares

    0.12% of the 13F portfolio, value $21,863,615.

    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 25,829 shares
    Change vs previous 13F +1,527 shares

    0.1% of the 13F portfolio, value $15,858,556.

    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 24,302 shares
    Change vs previous 13F +1,498 shares

    0.1% of the 13F portfolio, value $15,273,982.

    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 22,804 shares
    Change vs previous 13F +564 shares

    0.09% of the 13F portfolio, value $14,161,583.

    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 22,240 shares
    Change vs previous 13F +7,257 shares

    0.1% of the 13F portfolio, value $14,616,055.

    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 14,983 shares
    Change vs previous 13F +685 shares

    0.09% of the 13F portfolio, value $9,739,067.

    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 14,298 shares
    Change vs previous 13F -600 shares

    0.09% of the 13F portfolio, value $8,936,521.

    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 14,898 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,612,152.

    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).