Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: NTAP position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 4,744 NTAP 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 4,744 shares
    Change vs previous 13F +107 shares

    <0.01% of the 13F portfolio, value $505,481.

    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 4,637 shares
    Change vs previous 13F +1,155 shares

    <0.01% of the 13F portfolio, value $407,310.

    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 3,482 shares
    Change vs previous 13F +447 shares

    <0.01% of the 13F portfolio, value $404,159.

    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 3,035 shares
    Change vs previous 13F +291 shares

    <0.01% of the 13F portfolio, value $374,842.

    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 2,744 shares
    Change vs previous 13F +2,744 shares

    <0.01% of the 13F portfolio, value $353,425.

    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 0 shares
    Change vs previous 13F -3,867 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2023-12-31
    13F 3,867 shares
    Change vs previous 13F -292 shares

    <0.01% of the 13F portfolio, value $340,894.

    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 4,159 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $315,555.

    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).