Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: OAIM position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 8,871 OAIM 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 8,871 shares
    Change vs previous 13F -229 shares

    <0.01% of the 13F portfolio, value $338,794.

    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 9,100 shares
    Change vs previous 13F +739 shares

    <0.01% of the 13F portfolio, value $304,120.

    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 8,361 shares
    Change vs previous 13F -200 shares

    <0.01% of the 13F portfolio, value $268,576.

    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 8,561 shares
    Change vs previous 13F +592 shares

    <0.01% of the 13F portfolio, value $294,604.

    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 7,969 shares
    Change vs previous 13F +840 shares

    <0.01% of the 13F portfolio, value $257,029.

    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 7,129 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $229,069.

    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).