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AVANTAX ADVISORY SERVICES, INC.: JPST position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 1,203,845 JPST 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 1,203,845 shares
    Change vs previous 13F +310,070 shares

    0.34% of the 13F portfolio, value $61,010,844.

    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 893,775 shares
    Change vs previous 13F +194,443 shares

    0.27% of the 13F portfolio, value $45,251,832.

    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 699,332 shares
    Change vs previous 13F -8,906 shares

    0.22% of the 13F portfolio, value $35,225,365.

    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 708,238 shares
    Change vs previous 13F -301,288 shares

    0.24% of the 13F portfolio, value $35,935,982.

    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 1,009,526 shares
    Change vs previous 13F +120,907 shares

    0.36% of the 13F portfolio, value $50,950,748.

    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 888,619 shares
    Change vs previous 13F -1,611 shares

    0.4% of the 13F portfolio, value $44,830,845.

    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 890,230 shares
    Change vs previous 13F -103,649 shares

    0.44% of the 13F portfolio, value $44,716,255.

    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 993,879 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $49,872,861.

    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).