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AVANTAX ADVISORY SERVICES, INC.: JEPI position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 1,219,339 JEPI 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 1,219,339 shares
    Change vs previous 13F +26,410 shares

    0.38% of the 13F portfolio, value $69,319,440.

    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 1,192,929 shares
    Change vs previous 13F +209,915 shares

    0.41% of the 13F portfolio, value $68,163,969.

    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 983,014 shares
    Change vs previous 13F +120,707 shares

    0.36% of the 13F portfolio, value $56,552,806.

    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 862,307 shares
    Change vs previous 13F +55,893 shares

    0.34% of the 13F portfolio, value $51,315,903.

    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 806,414 shares
    Change vs previous 13F +26,972 shares

    0.33% of the 13F portfolio, value $45,707,555.

    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 779,442 shares
    Change vs previous 13F +97,078 shares

    0.4% of the 13F portfolio, value $45,098,520.

    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 682,364 shares
    Change vs previous 13F +119,300 shares

    0.37% of the 13F portfolio, value $37,516,369.

    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 563,064 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $30,157,680.

    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).