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AVANTAX ADVISORY SERVICES, INC.: MVPA position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 25,082 MVPA 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 25,082 shares
    Change vs previous 13F -27,515 shares

    <0.01% of the 13F portfolio, value $865,639.

    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 52,597 shares
    Change vs previous 13F -16,121 shares

    0.01% of the 13F portfolio, value $1,646,204.

    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 68,718 shares
    Change vs previous 13F +698 shares

    0.01% of the 13F portfolio, value $2,362,011.

    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 68,020 shares
    Change vs previous 13F -1,189 shares

    0.01% of the 13F portfolio, value $2,214,851.

    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 69,209 shares
    Change vs previous 13F +18,343 shares

    0.01% of the 13F portfolio, value $2,094,448.

    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 50,866 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,649,076.

    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).