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AVANTAX ADVISORY SERVICES, INC.: JSMD position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 45,332 JSMD 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 45,332 shares
    Change vs previous 13F -6,724 shares

    0.02% of the 13F portfolio, value $3,520,019.

    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 52,056 shares
    Change vs previous 13F -5,667 shares

    0.02% of the 13F portfolio, value $3,643,417.

    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 57,723 shares
    Change vs previous 13F +5,143 shares

    0.03% of the 13F portfolio, value $4,333,325.

    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 52,580 shares
    Change vs previous 13F +4,922 shares

    0.03% of the 13F portfolio, value $3,817,567.

    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 47,658 shares
    Change vs previous 13F +1,126 shares

    0.02% of the 13F portfolio, value $3,170,206.

    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 46,532 shares
    Change vs previous 13F -2,830 shares

    0.03% of the 13F portfolio, value $3,253,496.

    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 49,362 shares
    Change vs previous 13F +1,507 shares

    0.03% of the 13F portfolio, value $3,245,068.

    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 47,855 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,796,659.

    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).