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AVANTAX ADVISORY SERVICES, INC.: LRGE position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 289,647 LRGE 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 289,647 shares
    Change vs previous 13F -11,885 shares

    0.13% of the 13F portfolio, value $22,971,896.

    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 301,532 shares
    Change vs previous 13F +229 shares

    0.13% of the 13F portfolio, value $21,040,903.

    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 301,303 shares
    Change vs previous 13F -4,788 shares

    0.14% of the 13F portfolio, value $22,676,332.

    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 306,091 shares
    Change vs previous 13F -20,078 shares

    0.15% of the 13F portfolio, value $22,351,911.

    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 326,169 shares
    Change vs previous 13F -30,172 shares

    0.16% of the 13F portfolio, value $22,771,967.

    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 356,341 shares
    Change vs previous 13F -106,392 shares

    0.21% of the 13F portfolio, value $23,906,909.

    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 462,733 shares
    Change vs previous 13F -14,641 shares

    0.27% of the 13F portfolio, value $27,615,668.

    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 477,374 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $24,747,054.

    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).