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AVANTAX ADVISORY SERVICES, INC.: META position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 128,906 META 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 128,906 shares
    Change vs previous 13F +8,007 shares

    0.52% of the 13F portfolio, value $95,144,321.

    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 120,899 shares
    Change vs previous 13F +5,639 shares

    0.42% of the 13F portfolio, value $69,681,082.

    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 115,260 shares
    Change vs previous 13F +8,375 shares

    0.42% of the 13F portfolio, value $67,486,066.

    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 106,885 shares
    Change vs previous 13F +12,014 shares

    0.4% of the 13F portfolio, value $61,185,119.

    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 94,871 shares
    Change vs previous 13F +47,540 shares

    0.34% of the 13F portfolio, value $47,835,611.

    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 47,331 shares
    Change vs previous 13F +5,583 shares

    0.2% of the 13F portfolio, value $22,983,023.

    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 41,748 shares
    Change vs previous 13F +3,372 shares

    0.15% of the 13F portfolio, value $14,777,115.

    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 38,376 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $11,520,913.

    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).