Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: LOW position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 39,369 LOW 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 39,369 shares
    Change vs previous 13F -6,664 shares

    0.05% of the 13F portfolio, value $8,734,797.

    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 46,033 shares
    Change vs previous 13F +2,266 shares

    0.07% of the 13F portfolio, value $10,736,390.

    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 43,767 shares
    Change vs previous 13F +1,201 shares

    0.07% of the 13F portfolio, value $10,801,813.

    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 42,566 shares
    Change vs previous 13F -2,595 shares

    0.08% of the 13F portfolio, value $11,528,926.

    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 45,161 shares
    Change vs previous 13F +9,764 shares

    0.07% of the 13F portfolio, value $9,956,141.

    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 35,397 shares
    Change vs previous 13F +6,579 shares

    0.08% of the 13F portfolio, value $9,016,688.

    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 28,818 shares
    Change vs previous 13F +2,304 shares

    0.06% of the 13F portfolio, value $6,413,367.

    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 26,514 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,510,765.

    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).