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AVANTAX ADVISORY SERVICES, INC.: JHMM position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 579,175 JHMM 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 579,175 shares
    Change vs previous 13F -12,587 shares

    0.19% of the 13F portfolio, value $35,404,970.

    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 591,762 shares
    Change vs previous 13F +6,588 shares

    0.21% of the 13F portfolio, value $33,907,938.

    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 585,174 shares
    Change vs previous 13F -2,523 shares

    0.22% of the 13F portfolio, value $34,952,451.

    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 587,697 shares
    Change vs previous 13F +9,894 shares

    0.23% of the 13F portfolio, value $35,379,383.

    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 577,803 shares
    Change vs previous 13F +11,059 shares

    0.23% of the 13F portfolio, value $31,802,250.

    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 566,744 shares
    Change vs previous 13F +6,275 shares

    0.29% of the 13F portfolio, value $32,519,765.

    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 560,469 shares
    Change vs previous 13F +23,356 shares

    0.29% of the 13F portfolio, value $29,514,303.

    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 537,113 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $25,416,192.

    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).