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AVANTAX ADVISORY SERVICES, INC.: LGOV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 208,074 LGOV 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 208,074 shares
    Change vs previous 13F -46,107 shares

    0.02% of the 13F portfolio, value $4,456,943.

    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 254,181 shares
    Change vs previous 13F +52,705 shares

    0.03% of the 13F portfolio, value $5,464,889.

    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 201,476 shares
    Change vs previous 13F +32,061 shares

    0.03% of the 13F portfolio, value $4,198,758.

    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 169,415 shares
    Change vs previous 13F +20,834 shares

    0.02% of the 13F portfolio, value $3,794,900.

    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 148,581 shares
    Change vs previous 13F +125,431 shares

    0.02% of the 13F portfolio, value $3,124,648.

    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 23,150 shares
    Change vs previous 13F -2,245 shares

    <0.01% of the 13F portfolio, value $494,939.

    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 25,395 shares
    Change vs previous 13F +15,010 shares

    0.01% of the 13F portfolio, value $561,990.

    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 10,385 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $210,613.

    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).