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AVANTAX ADVISORY SERVICES, INC.: JMST position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 23,482 JMST 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 23,482 shares
    Change vs previous 13F -30,927 shares

    0.01% of the 13F portfolio, value $1,195,699.

    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 54,409 shares
    Change vs previous 13F +16,911 shares

    0.02% of the 13F portfolio, value $2,766,677.

    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 37,498 shares
    Change vs previous 13F -2,160 shares

    0.01% of the 13F portfolio, value $1,901,537.

    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 39,658 shares
    Change vs previous 13F -118,800 shares

    0.01% of the 13F portfolio, value $2,020,159.

    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 158,458 shares
    Change vs previous 13F +77,266 shares

    0.06% of the 13F portfolio, value $8,040,935.

    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 81,192 shares
    Change vs previous 13F +19,735 shares

    0.04% of the 13F portfolio, value $4,119,695.

    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 61,457 shares
    Change vs previous 13F +2,722 shares

    0.03% of the 13F portfolio, value $3,118,351.

    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 58,735 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,963,168.

    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).