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AVANTAX ADVISORY SERVICES, INC.: NOC position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 11,927 NOC 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 11,927 shares
    Change vs previous 13F +449 shares

    0.03% of the 13F portfolio, value $5,963,026.

    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 11,478 shares
    Change vs previous 13F -2,345 shares

    0.04% of the 13F portfolio, value $5,877,013.

    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 13,823 shares
    Change vs previous 13F -1,421 shares

    0.04% of the 13F portfolio, value $6,486,885.

    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 15,244 shares
    Change vs previous 13F +482 shares

    0.05% of the 13F portfolio, value $8,050,009.

    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 14,762 shares
    Change vs previous 13F +8,302 shares

    0.05% of the 13F portfolio, value $6,435,671.

    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 6,460 shares
    Change vs previous 13F -496 shares

    0.03% of the 13F portfolio, value $3,092,130.

    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 6,956 shares
    Change vs previous 13F +1,503 shares

    0.03% of the 13F portfolio, value $3,256,406.

    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 5,453 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,400,214.

    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).