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AVANTAX ADVISORY SERVICES, INC.: NDAQ position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 123,868 NDAQ 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 123,868 shares
    Change vs previous 13F +8,723 shares

    0.06% of the 13F portfolio, value $11,076,282.

    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 115,145 shares
    Change vs previous 13F +5,599 shares

    0.05% of the 13F portfolio, value $8,734,864.

    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 109,546 shares
    Change vs previous 13F +2,588 shares

    0.05% of the 13F portfolio, value $8,468,987.

    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 106,958 shares
    Change vs previous 13F -30,560 shares

    0.05% of the 13F portfolio, value $7,809,013.

    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 137,518 shares
    Change vs previous 13F +12,307 shares

    0.06% of the 13F portfolio, value $8,286,856.

    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 125,211 shares
    Change vs previous 13F +23,993 shares

    0.07% of the 13F portfolio, value $7,900,798.

    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 101,218 shares
    Change vs previous 13F +3,734 shares

    0.06% of the 13F portfolio, value $5,884,800.

    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 97,484 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,736,738.

    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).