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AVANTAX ADVISORY SERVICES, INC.: MLRG position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 150,982 MLRG 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 150,982 shares
    Change vs previous 13F -4,511 shares

    0.07% of the 13F portfolio, value $12,951,226.

    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 155,493 shares
    Change vs previous 13F -5,298 shares

    0.07% of the 13F portfolio, value $12,013,376.

    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 160,791 shares
    Change vs previous 13F +81 shares

    0.08% of the 13F portfolio, value $13,049,795.

    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 160,710 shares
    Change vs previous 13F +228 shares

    0.08% of the 13F portfolio, value $12,733,086.

    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 160,482 shares
    Change vs previous 13F +4,961 shares

    0.09% of the 13F portfolio, value $12,063,457.

    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 155,521 shares
    Change vs previous 13F -9,746 shares

    0.1% of the 13F portfolio, value $11,270,636.

    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 165,267 shares
    Change vs previous 13F +13,072 shares

    0.11% of the 13F portfolio, value $10,867,946.

    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 152,195 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,963,631.

    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).