AVANTAX ADVISORY SERVICES, INC.: LOPE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on LOPE, newest first. How the timeline and the estimate are built.
AVANTAX ADVISORY SERVICES, INC. held 2,492 LOPE shares at 2025-06-30 per its 13F-HR filed 2025-08-08.
the latest 13F is the newest step
- period ended2025-06-3013F 2,492 sharesChange vs previous 13F -85 shares
<0.01% of the 13F portfolio, value $471,005.
13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,577 sharesChange vs previous 13F -276 shares
<0.01% of the 13F portfolio, value $445,888.
13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,853 sharesChange vs previous 13F -95 shares
<0.01% of the 13F portfolio, value $467,336.
13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,948 sharesChange vs previous 13F +117 shares
<0.01% of the 13F portfolio, value $418,187.
13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 2,831 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $396,098.
13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).