Skip to content

AVANTAX ADVISORY SERVICES, INC.: LAZ position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 10,633 LAZ 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 10,633 shares
    Change vs previous 13F -3,916 shares

    <0.01% of the 13F portfolio, value $510,179.

    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 14,549 shares
    Change vs previous 13F +375 shares

    <0.01% of the 13F portfolio, value $629,956.

    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 14,174 shares
    Change vs previous 13F +149 shares

    <0.01% of the 13F portfolio, value $729,694.

    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 14,025 shares
    Change vs previous 13F +1,162 shares

    <0.01% of the 13F portfolio, value $706,599.

    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 12,863 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $491,105.

    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).