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AVANTAX ADVISORY SERVICES, INC.: MWA position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 42,314 MWA 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 42,314 shares
    Change vs previous 13F +1,630 shares

    0.01% of the 13F portfolio, value $1,017,229.

    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 40,684 shares
    Change vs previous 13F +16,159 shares

    0.01% of the 13F portfolio, value $1,034,181.

    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 24,525 shares
    Change vs previous 13F +2,949 shares

    <0.01% of the 13F portfolio, value $551,817.

    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 21,576 shares
    Change vs previous 13F -2,426 shares

    <0.01% of the 13F portfolio, value $468,191.

    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 24,002 shares
    Change vs previous 13F -65 shares

    <0.01% of the 13F portfolio, value $430,111.

    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 24,067 shares
    Change vs previous 13F +10,817 shares

    <0.01% of the 13F portfolio, value $387,232.

    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 13,250 shares
    Change vs previous 13F -5,171 shares

    <0.01% of the 13F portfolio, value $190,797.

    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 18,421 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $233,573.

    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).