Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: K position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 14,496 K 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 14,496 shares
    Change vs previous 13F -1,048 shares

    0.01% of the 13F portfolio, value $1,152,873.

    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 15,544 shares
    Change vs previous 13F +6,186 shares

    0.01% of the 13F portfolio, value $1,282,219.

    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 9,358 shares
    Change vs previous 13F -2,443 shares

    <0.01% of the 13F portfolio, value $757,745.

    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 11,801 shares
    Change vs previous 13F -1,571 shares

    0.01% of the 13F portfolio, value $952,431.

    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 13,372 shares
    Change vs previous 13F -974 shares

    0.01% of the 13F portfolio, value $771,282.

    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 14,346 shares
    Change vs previous 13F -14,377 shares

    0.01% of the 13F portfolio, value $821,899.

    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 28,723 shares
    Change vs previous 13F -7,740 shares

    0.02% of the 13F portfolio, value $1,605,896.

    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 36,463 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,169,912.

    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).