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AVANTAX ADVISORY SERVICES, INC.: MSML position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 59,119 MSML 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 59,119 shares
    Change vs previous 13F +6,303 shares

    0.02% of the 13F portfolio, value $3,445,218.

    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 52,816 shares
    Change vs previous 13F -691 shares

    0.02% of the 13F portfolio, value $2,861,302.

    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 53,507 shares
    Change vs previous 13F +2,699 shares

    0.02% of the 13F portfolio, value $3,138,984.

    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 50,808 shares
    Change vs previous 13F +2,174 shares

    0.02% of the 13F portfolio, value $2,981,690.

    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 48,634 shares
    Change vs previous 13F +2,262 shares

    0.02% of the 13F portfolio, value $2,620,112.

    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 46,372 shares
    Change vs previous 13F -142,507 shares

    0.02% of the 13F portfolio, value $2,606,637.

    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 188,879 shares
    Change vs previous 13F +5,041 shares

    0.1% of the 13F portfolio, value $10,124,953.

    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 183,838 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,655,532.

    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).