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AVANTAX ADVISORY SERVICES, INC.: MLPX position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 36,426 MLPX 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 36,426 shares
    Change vs previous 13F +3,367 shares

    0.01% of the 13F portfolio, value $2,282,435.

    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 33,059 shares
    Change vs previous 13F +25,726 shares

    0.01% of the 13F portfolio, value $2,109,526.

    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 7,333 shares
    Change vs previous 13F -152 shares

    <0.01% of the 13F portfolio, value $444,065.

    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 7,485 shares
    Change vs previous 13F +39 shares

    <0.01% of the 13F portfolio, value $407,436.

    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 7,446 shares
    Change vs previous 13F +1,281 shares

    <0.01% of the 13F portfolio, value $380,126.

    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 6,165 shares
    Change vs previous 13F -10,892 shares

    <0.01% of the 13F portfolio, value $302,024.

    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 17,057 shares
    Change vs previous 13F +10,977 shares

    0.01% of the 13F portfolio, value $761,086.

    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 6,080 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $257,693.

    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).