Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: KAPR position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 36,835 KAPR 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 36,835 shares
    Change vs previous 13F +3,437 shares

    0.01% of the 13F portfolio, value $1,192,923.

    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 33,398 shares
    Change vs previous 13F -200 shares

    0.01% of the 13F portfolio, value $1,030,328.

    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 33,598 shares
    Change vs previous 13F -84 shares

    0.01% of the 13F portfolio, value $1,098,749.

    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 33,682 shares
    Change vs previous 13F +318 shares

    0.01% of the 13F portfolio, value $1,093,318.

    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 33,364 shares
    Change vs previous 13F +2,847 shares

    0.01% of the 13F portfolio, value $1,027,611.

    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 30,517 shares
    Change vs previous 13F -4,100 shares

    0.01% of the 13F portfolio, value $950,910.

    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 34,617 shares
    Change vs previous 13F -95,426 shares

    0.01% of the 13F portfolio, value $1,009,868.

    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 130,043 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,478,650.

    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).