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AVANTAX ADVISORY SERVICES, INC.: LQDI position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 107,303 LQDI 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 107,303 shares
    Change vs previous 13F +7,091 shares

    0.02% of the 13F portfolio, value $2,825,078.

    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 100,212 shares
    Change vs previous 13F +16,175 shares

    0.02% of the 13F portfolio, value $2,624,560.

    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 84,037 shares
    Change vs previous 13F +8,645 shares

    0.01% of the 13F portfolio, value $2,138,333.

    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 75,392 shares
    Change vs previous 13F +8,226 shares

    0.01% of the 13F portfolio, value $2,021,240.

    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 67,166 shares
    Change vs previous 13F +5,829 shares

    0.01% of the 13F portfolio, value $1,737,199.

    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 61,337 shares
    Change vs previous 13F +8,256 shares

    0.01% of the 13F portfolio, value $1,603,961.

    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 53,081 shares
    Change vs previous 13F +9,159 shares

    0.01% of the 13F portfolio, value $1,392,852.

    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 43,922 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,082,026.

    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).