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AVANTAX ADVISORY SERVICES, INC.: JHML position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 208,615 JHML 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 208,615 shares
    Change vs previous 13F -9,043 shares

    0.08% of the 13F portfolio, value $15,302,504.

    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 217,658 shares
    Change vs previous 13F -292 shares

    0.09% of the 13F portfolio, value $14,674,509.

    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 217,950 shares
    Change vs previous 13F +4,522 shares

    0.1% of the 13F portfolio, value $15,180,220.

    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 213,428 shares
    Change vs previous 13F +6,556 shares

    0.1% of the 13F portfolio, value $14,820,433.

    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 206,872 shares
    Change vs previous 13F +9,143 shares

    0.1% of the 13F portfolio, value $13,448,757.

    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 197,729 shares
    Change vs previous 13F +14,186 shares

    0.11% of the 13F portfolio, value $12,804,897.

    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 183,543 shares
    Change vs previous 13F +6,432 shares

    0.11% of the 13F portfolio, value $10,794,173.

    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 177,111 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $9,390,401.

    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).