Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: JMUB position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 897,843 JMUB 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 897,843 shares
    Change vs previous 13F +862,471 shares

    0.24% of the 13F portfolio, value $44,568,910.

    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 35,372 shares
    Change vs previous 13F +3,603 shares

    0.01% of the 13F portfolio, value $1,768,590.

    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 31,769 shares
    Change vs previous 13F -108 shares

    0.01% of the 13F portfolio, value $1,593,206.

    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 31,877 shares
    Change vs previous 13F +5,916 shares

    0.01% of the 13F portfolio, value $1,634,337.

    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 25,961 shares
    Change vs previous 13F +21,739 shares

    0.01% of the 13F portfolio, value $1,307,785.

    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 4,222 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $214,224.

    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).