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AVANTAX ADVISORY SERVICES, INC.: MA position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 48,813 MA 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 48,813 shares
    Change vs previous 13F +339 shares

    0.15% of the 13F portfolio, value $27,430,034.

    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 48,474 shares
    Change vs previous 13F +4,037 shares

    0.16% of the 13F portfolio, value $26,569,808.

    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 44,437 shares
    Change vs previous 13F +2,894 shares

    0.15% of the 13F portfolio, value $23,399,392.

    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 41,543 shares
    Change vs previous 13F +485 shares

    0.13% of the 13F portfolio, value $20,513,908.

    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 41,058 shares
    Change vs previous 13F +20,939 shares

    0.13% of the 13F portfolio, value $18,113,087.

    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 20,119 shares
    Change vs previous 13F +1,296 shares

    0.09% of the 13F portfolio, value $9,688,943.

    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 18,823 shares
    Change vs previous 13F -251 shares

    0.08% of the 13F portfolio, value $8,028,404.

    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 19,074 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,551,658.

    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).