AVANTAX ADVISORY SERVICES, INC.: KDP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on KDP, newest first. How the timeline and the estimate are built.
AVANTAX ADVISORY SERVICES, INC. held 25,480 KDP shares at 2025-06-30 per its 13F-HR filed 2025-08-08.
the latest 13F is the newest step
- period ended2025-06-3013F 25,480 sharesChange vs previous 13F +3,202 shares
<0.01% of the 13F portfolio, value $842,382.
13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 22,278 sharesChange vs previous 13F +5,099 shares
<0.01% of the 13F portfolio, value $762,344.
13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 17,179 sharesChange vs previous 13F -45,582 shares
<0.01% of the 13F portfolio, value $551,802.
13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 62,761 sharesChange vs previous 13F -20,927 shares
0.02% of the 13F portfolio, value $2,352,267.
13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 83,688 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $2,795,179.
13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).