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AVANTAX ADVISORY SERVICES, INC.: NOW position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 11,457 NOW 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 11,457 shares
    Change vs previous 13F +67 shares

    0.06% of the 13F portfolio, value $11,778,259.

    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 11,390 shares
    Change vs previous 13F +1,219 shares

    0.06% of the 13F portfolio, value $9,067,683.

    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 10,171 shares
    Change vs previous 13F +35 shares

    0.07% of the 13F portfolio, value $10,782,893.

    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 10,136 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $9,065,885.

    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 10,135 shares
    Change vs previous 13F +5,925 shares

    0.06% of the 13F portfolio, value $7,973,206.

    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 4,210 shares
    Change vs previous 13F +724 shares

    0.03% of the 13F portfolio, value $3,209,326.

    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 3,486 shares
    Change vs previous 13F +508 shares

    0.02% of the 13F portfolio, value $2,462,824.

    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 2,978 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,664,583.

    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).