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AVANTAX ADVISORY SERVICES, INC.: JFR position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 145,407 JFR 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 145,407 shares
    Change vs previous 13F +1,840 shares

    0.01% of the 13F portfolio, value $1,231,597.

    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 143,567 shares
    Change vs previous 13F +37,835 shares

    0.01% of the 13F portfolio, value $1,216,009.

    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 105,732 shares
    Change vs previous 13F +30,629 shares

    0.01% of the 13F portfolio, value $943,131.

    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 75,103 shares
    Change vs previous 13F +3,553 shares

    <0.01% of the 13F portfolio, value $662,407.

    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 71,550 shares
    Change vs previous 13F +39,796 shares

    <0.01% of the 13F portfolio, value $618,906.

    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 31,754 shares
    Change vs previous 13F +8,647 shares

    <0.01% of the 13F portfolio, value $277,212.

    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 23,107 shares
    Change vs previous 13F +4,539 shares

    <0.01% of the 13F portfolio, value $189,944.

    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 18,568 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $152,442.

    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).