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AVANTAX ADVISORY SERVICES, INC.: JEPQ position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 1,029,437 JEPQ 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 1,029,437 shares
    Change vs previous 13F +60,193 shares

    0.31% of the 13F portfolio, value $56,001,371.

    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 969,244 shares
    Change vs previous 13F +825,516 shares

    0.3% of the 13F portfolio, value $50,187,451.

    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 143,728 shares
    Change vs previous 13F +16,336 shares

    0.05% of the 13F portfolio, value $8,103,381.

    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 127,392 shares
    Change vs previous 13F +27,375 shares

    0.05% of the 13F portfolio, value $6,997,620.

    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 100,017 shares
    Change vs previous 13F +11,175 shares

    0.04% of the 13F portfolio, value $5,550,944.

    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 88,842 shares
    Change vs previous 13F +75,794 shares

    0.04% of the 13F portfolio, value $4,818,782.

    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 13,048 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $651,471.

    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).