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AVANTAX ADVISORY SERVICES, INC.: OEF position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 75,924 OEF 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 75,924 shares
    Change vs previous 13F +13,419 shares

    0.13% of the 13F portfolio, value $23,107,458.

    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 62,505 shares
    Change vs previous 13F +26,094 shares

    0.1% of the 13F portfolio, value $16,928,199.

    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 36,411 shares
    Change vs previous 13F +4,655 shares

    0.07% of the 13F portfolio, value $10,517,301.

    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 31,756 shares
    Change vs previous 13F +4,746 shares

    0.06% of the 13F portfolio, value $8,788,736.

    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 27,010 shares
    Change vs previous 13F +7,874 shares

    0.05% of the 13F portfolio, value $7,138,683.

    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 19,136 shares
    Change vs previous 13F -11,407 shares

    0.04% of the 13F portfolio, value $4,734,406.

    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 30,543 shares
    Change vs previous 13F +24,490 shares

    0.07% of the 13F portfolio, value $6,822,916.

    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 6,053 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,214,504.

    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).