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AVANTAX ADVISORY SERVICES, INC.: O position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 111,076 O 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 111,076 shares
    Change vs previous 13F -1,010 shares

    0.04% of the 13F portfolio, value $6,399,097.

    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 112,086 shares
    Change vs previous 13F +17,695 shares

    0.04% of the 13F portfolio, value $6,502,100.

    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 94,391 shares
    Change vs previous 13F +3,316 shares

    0.03% of the 13F portfolio, value $5,041,434.

    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 91,075 shares
    Change vs previous 13F +15,512 shares

    0.04% of the 13F portfolio, value $5,775,961.

    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 75,563 shares
    Change vs previous 13F +31,143 shares

    0.03% of the 13F portfolio, value $3,991,230.

    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 44,420 shares
    Change vs previous 13F -1,525 shares

    0.02% of the 13F portfolio, value $2,403,126.

    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 45,945 shares
    Change vs previous 13F -7,011 shares

    0.03% of the 13F portfolio, value $2,638,176.

    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 52,956 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,644,639.

    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).