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AVANTAX ADVISORY SERVICES, INC.: MUNI position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 70,137 MUNI 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 70,137 shares
    Change vs previous 13F +4,615 shares

    0.02% of the 13F portfolio, value $3,602,258.

    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 65,522 shares
    Change vs previous 13F +7,737 shares

    0.02% of the 13F portfolio, value $3,377,668.

    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 57,785 shares
    Change vs previous 13F +14,207 shares

    0.02% of the 13F portfolio, value $2,989,214.

    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 43,578 shares
    Change vs previous 13F +10,700 shares

    0.02% of the 13F portfolio, value $2,308,787.

    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 32,878 shares
    Change vs previous 13F +6,344 shares

    0.01% of the 13F portfolio, value $1,711,604.

    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 26,534 shares
    Change vs previous 13F +5,500 shares

    0.01% of the 13F portfolio, value $1,392,233.

    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 21,034 shares
    Change vs previous 13F +2,074 shares

    0.01% of the 13F portfolio, value $1,110,572.

    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 18,960 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $949,332.

    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).