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AVANTAX ADVISORY SERVICES, INC.: LMBS position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 321,449 LMBS 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 321,449 shares
    Change vs previous 13F +18,003 shares

    0.09% of the 13F portfolio, value $15,834,594.

    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 303,446 shares
    Change vs previous 13F -907 shares

    0.09% of the 13F portfolio, value $14,917,417.

    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 304,353 shares
    Change vs previous 13F +52,505 shares

    0.09% of the 13F portfolio, value $14,812,842.

    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 251,848 shares
    Change vs previous 13F +43,816 shares

    0.08% of the 13F portfolio, value $12,443,792.

    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 208,032 shares
    Change vs previous 13F +15,147 shares

    0.07% of the 13F portfolio, value $9,995,927.

    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 192,885 shares
    Change vs previous 13F -8,392 shares

    0.08% of the 13F portfolio, value $9,306,716.

    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 201,277 shares
    Change vs previous 13F +23,477 shares

    0.1% of the 13F portfolio, value $9,725,706.

    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 177,800 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $8,399,252.

    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).