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AVANTAX ADVISORY SERVICES, INC.: JPEM position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 211,192 JPEM 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 211,192 shares
    Change vs previous 13F +17,271 shares

    0.07% of the 13F portfolio, value $11,913,907.

    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 193,921 shares
    Change vs previous 13F +14,519 shares

    0.06% of the 13F portfolio, value $10,223,647.

    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 179,402 shares
    Change vs previous 13F +26,307 shares

    0.06% of the 13F portfolio, value $9,307,856.

    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 153,095 shares
    Change vs previous 13F +11,422 shares

    0.06% of the 13F portfolio, value $8,669,513.

    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 141,673 shares
    Change vs previous 13F +5,377 shares

    0.05% of the 13F portfolio, value $7,661,692.

    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 136,296 shares
    Change vs previous 13F +10,690 shares

    0.06% of the 13F portfolio, value $7,284,479.

    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 125,606 shares
    Change vs previous 13F +13,525 shares

    0.07% of the 13F portfolio, value $6,567,931.

    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 112,081 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,645,520.

    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).