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AVANTAX ADVISORY SERVICES, INC.: KJUL position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 28,602 KJUL 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 28,602 shares
    Change vs previous 13F -3,994 shares

    <0.01% of the 13F portfolio, value $835,035.

    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 32,596 shares
    Change vs previous 13F -1,034 shares

    0.01% of the 13F portfolio, value $911,567.

    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 33,630 shares
    Change vs previous 13F -2,000 shares

    0.01% of the 13F portfolio, value $989,899.

    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 35,630 shares
    Change vs previous 13F -308 shares

    0.01% of the 13F portfolio, value $1,037,898.

    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 35,938 shares
    Change vs previous 13F -1,060 shares

    0.01% of the 13F portfolio, value $993,322.

    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 36,998 shares
    Change vs previous 13F -380 shares

    0.01% of the 13F portfolio, value $1,038,904.

    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 37,378 shares
    Change vs previous 13F -63,249 shares

    0.01% of the 13F portfolio, value $1,012,289.

    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 100,627 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,517,688.

    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).