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AVANTAX ADVISORY SERVICES, INC.: NU position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 91,184 NU 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 91,184 shares
    Change vs previous 13F +8,224 shares

    0.01% of the 13F portfolio, value $1,251,044.

    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 82,960 shares
    Change vs previous 13F +7,016 shares

    0.01% of the 13F portfolio, value $849,510.

    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 75,944 shares
    Change vs previous 13F -29,500 shares

    <0.01% of the 13F portfolio, value $786,780.

    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 105,444 shares
    Change vs previous 13F +10,448 shares

    0.01% of the 13F portfolio, value $1,439,311.

    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 94,996 shares
    Change vs previous 13F +84,061 shares

    0.01% of the 13F portfolio, value $1,224,498.

    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 10,935 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $130,455.

    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).