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AVANTAX ADVISORY SERVICES, INC.: KVUE position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 213,735 KVUE 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 213,735 shares
    Change vs previous 13F +28,414 shares

    0.02% of the 13F portfolio, value $4,473,473.

    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 185,321 shares
    Change vs previous 13F +7,603 shares

    0.03% of the 13F portfolio, value $4,444,005.

    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 177,718 shares
    Change vs previous 13F -5,107 shares

    0.02% of the 13F portfolio, value $3,794,284.

    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 182,825 shares
    Change vs previous 13F +24,024 shares

    0.03% of the 13F portfolio, value $4,228,751.

    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 158,801 shares
    Change vs previous 13F +144,916 shares

    0.02% of the 13F portfolio, value $2,887,009.

    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 13,885 shares
    Change vs previous 13F -4,487 shares

    <0.01% of the 13F portfolio, value $297,976.

    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 18,372 shares
    Change vs previous 13F -3,188 shares

    <0.01% of the 13F portfolio, value $395,541.

    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 21,560 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $432,925.

    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).