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AVANTAX ADVISORY SERVICES, INC.: OIA position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 87,519 OIA 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 87,519 shares
    Change vs previous 13F +8,557 shares

    <0.01% of the 13F portfolio, value $503,232.

    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 78,962 shares
    Change vs previous 13F +6,145 shares

    <0.01% of the 13F portfolio, value $475,352.

    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 72,817 shares
    Change vs previous 13F +15,587 shares

    <0.01% of the 13F portfolio, value $429,621.

    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 57,230 shares
    Change vs previous 13F +6,864 shares

    <0.01% of the 13F portfolio, value $392,596.

    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 50,366 shares
    Change vs previous 13F +33,318 shares

    <0.01% of the 13F portfolio, value $319,826.

    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 17,048 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $111,326.

    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).