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AVANTAX ADVISORY SERVICES, INC.: MBB position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 180,998 MBB 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 180,998 shares
    Change vs previous 13F +8,139 shares

    0.09% of the 13F portfolio, value $16,993,874.

    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 172,859 shares
    Change vs previous 13F -14,190 shares

    0.1% of the 13F portfolio, value $16,210,706.

    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 187,049 shares
    Change vs previous 13F +8,718 shares

    0.11% of the 13F portfolio, value $17,148,603.

    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 178,331 shares
    Change vs previous 13F +13,851 shares

    0.11% of the 13F portfolio, value $17,085,878.

    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 164,480 shares
    Change vs previous 13F +41,108 shares

    0.11% of the 13F portfolio, value $15,100,890.

    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 123,372 shares
    Change vs previous 13F +9,007 shares

    0.1% of the 13F portfolio, value $11,402,076.

    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 114,365 shares
    Change vs previous 13F +4,301 shares

    0.11% of the 13F portfolio, value $10,759,501.

    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 110,064 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $9,773,715.

    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).