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AVANTAX ADVISORY SERVICES, INC.: JPEF position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 236,329 JPEF 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 236,329 shares
    Change vs previous 13F +11,680 shares

    0.09% of the 13F portfolio, value $16,576,146.

    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 224,649 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $14,301,155.

    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).