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AVANTAX ADVISORY SERVICES, INC.: OGE position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 20,369 OGE 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 20,369 shares
    Change vs previous 13F -16,226 shares

    <0.01% of the 13F portfolio, value $903,959.

    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 36,595 shares
    Change vs previous 13F +17,145 shares

    0.01% of the 13F portfolio, value $1,681,919.

    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 19,450 shares
    Change vs previous 13F -2,894 shares

    0.01% of the 13F portfolio, value $802,310.

    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 22,344 shares
    Change vs previous 13F -4,557 shares

    0.01% of the 13F portfolio, value $916,548.

    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 26,901 shares
    Change vs previous 13F -68,861 shares

    0.01% of the 13F portfolio, value $960,366.

    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 95,762 shares
    Change vs previous 13F +10,556 shares

    0.03% of the 13F portfolio, value $3,284,621.

    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 85,206 shares
    Change vs previous 13F +6,911 shares

    0.03% of the 13F portfolio, value $2,976,231.

    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 78,295 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,609,583.

    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).