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AVANTAX ADVISORY SERVICES, INC.: JPIB position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 248,358 JPIB 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 248,358 shares
    Change vs previous 13F +44,876 shares

    0.07% of the 13F portfolio, value $12,075,147.

    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 203,482 shares
    Change vs previous 13F +33,608 shares

    0.06% of the 13F portfolio, value $9,744,763.

    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 169,874 shares
    Change vs previous 13F +51,933 shares

    0.05% of the 13F portfolio, value $8,028,232.

    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 117,941 shares
    Change vs previous 13F +49,711 shares

    0.04% of the 13F portfolio, value $5,738,428.

    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 68,230 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,215,338.

    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).