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AVANTAX ADVISORY SERVICES, INC.: JCPB position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 240,128 JCPB 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 240,128 shares
    Change vs previous 13F +63,659 shares

    0.06% of the 13F portfolio, value $11,300,440.

    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 176,469 shares
    Change vs previous 13F +24,456 shares

    0.05% of the 13F portfolio, value $8,301,083.

    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 152,013 shares
    Change vs previous 13F +39,416 shares

    0.04% of the 13F portfolio, value $7,003,258.

    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 112,597 shares
    Change vs previous 13F +44,871 shares

    0.04% of the 13F portfolio, value $5,431,664.

    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 67,726 shares
    Change vs previous 13F +53,114 shares

    0.02% of the 13F portfolio, value $3,137,737.

    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 14,612 shares
    Change vs previous 13F +2,011 shares

    0.01% of the 13F portfolio, value $681,593.

    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 12,601 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $593,307.

    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).