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AVANTAX ADVISORY SERVICES, INC.: MRSH position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 29,723 MRSH 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 29,723 shares
    Change vs previous 13F +428 shares

    0.04% of the 13F portfolio, value $6,498,699.

    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 29,295 shares
    Change vs previous 13F +507 shares

    0.04% of the 13F portfolio, value $7,148,887.

    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 28,788 shares
    Change vs previous 13F +1,612 shares

    0.04% of the 13F portfolio, value $6,114,788.

    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 27,176 shares
    Change vs previous 13F -11,553 shares

    0.04% of the 13F portfolio, value $6,062,717.

    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 38,729 shares
    Change vs previous 13F +24,181 shares

    0.06% of the 13F portfolio, value $8,160,919.

    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 14,548 shares
    Change vs previous 13F +2,636 shares

    0.03% of the 13F portfolio, value $2,996,590.

    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 11,912 shares
    Change vs previous 13F +2,148 shares

    0.02% of the 13F portfolio, value $2,257,052.

    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 9,764 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,858,112.

    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).