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AVANTAX ADVISORY SERVICES, INC.: JQUA position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 199,007 JQUA 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 199,007 shares
    Change vs previous 13F +14,068 shares

    0.07% of the 13F portfolio, value $11,950,362.

    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 184,939 shares
    Change vs previous 13F +126,026 shares

    0.06% of the 13F portfolio, value $10,443,517.

    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 58,913 shares
    Change vs previous 13F +5,669 shares

    0.02% of the 13F portfolio, value $3,373,933.

    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 53,244 shares
    Change vs previous 13F +2,843 shares

    0.02% of the 13F portfolio, value $3,011,999.

    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 50,401 shares
    Change vs previous 13F +4,082 shares

    0.02% of the 13F portfolio, value $2,668,745.

    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 46,319 shares
    Change vs previous 13F -992 shares

    0.02% of the 13F portfolio, value $2,448,903.

    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 47,311 shares
    Change vs previous 13F +5,863 shares

    0.02% of the 13F portfolio, value $2,264,319.

    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 41,448 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,793,441.

    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).