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AVANTAX ADVISORY SERVICES, INC.: JAAA position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 68,486 JAAA 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 68,486 shares
    Change vs previous 13F +3,801 shares

    0.02% of the 13F portfolio, value $3,475,650.

    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 64,685 shares
    Change vs previous 13F +15,737 shares

    0.02% of the 13F portfolio, value $3,280,165.

    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 48,948 shares
    Change vs previous 13F +10,637 shares

    0.02% of the 13F portfolio, value $2,482,177.

    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 38,311 shares
    Change vs previous 13F +12,996 shares

    0.01% of the 13F portfolio, value $1,949,252.

    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 25,315 shares
    Change vs previous 13F +1,444 shares

    0.01% of the 13F portfolio, value $1,288,006.

    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 23,871 shares
    Change vs previous 13F +10,862 shares

    0.01% of the 13F portfolio, value $1,211,233.

    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 13,009 shares
    Change vs previous 13F +4,469 shares

    0.01% of the 13F portfolio, value $654,339.

    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 8,540 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $429,820.

    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).