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AVANTAX ADVISORY SERVICES, INC.: MAR position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 10,027 MAR 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 10,027 shares
    Change vs previous 13F +1,169 shares

    0.02% of the 13F portfolio, value $2,739,351.

    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 8,858 shares
    Change vs previous 13F +580 shares

    0.01% of the 13F portfolio, value $2,109,873.

    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 8,278 shares
    Change vs previous 13F +57 shares

    0.01% of the 13F portfolio, value $2,309,064.

    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 8,221 shares
    Change vs previous 13F -1,148 shares

    0.01% of the 13F portfolio, value $2,043,706.

    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 9,369 shares
    Change vs previous 13F -2,406 shares

    0.02% of the 13F portfolio, value $2,265,240.

    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 11,775 shares
    Change vs previous 13F +3,221 shares

    0.03% of the 13F portfolio, value $2,971,049.

    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 8,554 shares
    Change vs previous 13F +1,019 shares

    0.02% of the 13F portfolio, value $1,929,101.

    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 7,535 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,481,177.

    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).