Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: MTW position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 12,977 MTW 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 12,977 shares
    Change vs previous 13F -360 shares

    <0.01% of the 13F portfolio, value $155,984.

    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 13,337 shares
    Change vs previous 13F -7,139 shares

    <0.01% of the 13F portfolio, value $114,565.

    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 20,476 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $186,946.

    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 20,476 shares
    Change vs previous 13F -2,371 shares

    <0.01% of the 13F portfolio, value $196,979.

    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 22,847 shares
    Change vs previous 13F -14,000 shares

    <0.01% of the 13F portfolio, value $263,426.

    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 36,847 shares
    Change vs previous 13F +14,337 shares

    <0.01% of the 13F portfolio, value $521,017.

    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 22,510 shares
    Change vs previous 13F -13,300 shares

    <0.01% of the 13F portfolio, value $375,692.

    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 35,810 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $538,941.

    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).