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AVANTAX ADVISORY SERVICES, INC.: MUB position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 943,092 MUB 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 943,092 shares
    Change vs previous 13F -136,421 shares

    0.54% of the 13F portfolio, value $98,534,280.

    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 1,079,513 shares
    Change vs previous 13F -81,048 shares

    0.69% of the 13F portfolio, value $113,823,805.

    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 1,160,561 shares
    Change vs previous 13F +181,695 shares

    0.78% of the 13F portfolio, value $123,657,717.

    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 978,866 shares
    Change vs previous 13F +48,550 shares

    0.7% of the 13F portfolio, value $106,334,256.

    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 930,316 shares
    Change vs previous 13F -35,688 shares

    0.71% of the 13F portfolio, value $99,125,118.

    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 966,004 shares
    Change vs previous 13F +111,465 shares

    0.92% of the 13F portfolio, value $103,941,979.

    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 854,539 shares
    Change vs previous 13F +136,309 shares

    0.92% of the 13F portfolio, value $92,640,586.

    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 718,230 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $73,647,262.

    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).