Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: MMS position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 3,367 MMS 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 3,367 shares
    Change vs previous 13F +45 shares

    <0.01% of the 13F portfolio, value $236,356.

    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 3,322 shares
    Change vs previous 13F -15,775 shares

    <0.01% of the 13F portfolio, value $226,528.

    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 19,097 shares
    Change vs previous 13F +869 shares

    0.01% of the 13F portfolio, value $1,425,617.

    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 18,228 shares
    Change vs previous 13F +1,229 shares

    0.01% of the 13F portfolio, value $1,698,078.

    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 16,999 shares
    Change vs previous 13F +1,061 shares

    0.01% of the 13F portfolio, value $1,456,813.

    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 15,938 shares
    Change vs previous 13F -418 shares

    0.01% of the 13F portfolio, value $1,337,201.

    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 16,356 shares
    Change vs previous 13F +1,011 shares

    0.01% of the 13F portfolio, value $1,371,576.

    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 15,345 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,145,999.

    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).