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AVANTAX ADVISORY SERVICES, INC.: OMC position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 26,020 OMC 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 26,020 shares
    Change vs previous 13F +6,815 shares

    0.01% of the 13F portfolio, value $1,871,897.

    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 19,205 shares
    Change vs previous 13F +2,168 shares

    0.01% of the 13F portfolio, value $1,592,295.

    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 17,037 shares
    Change vs previous 13F +1,184 shares

    0.01% of the 13F portfolio, value $1,465,888.

    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 15,853 shares
    Change vs previous 13F -1,494 shares

    0.01% of the 13F portfolio, value $1,639,033.

    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 17,347 shares
    Change vs previous 13F +6,032 shares

    0.01% of the 13F portfolio, value $1,555,994.

    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 11,315 shares
    Change vs previous 13F +950 shares

    0.01% of the 13F portfolio, value $1,094,799.

    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 10,365 shares
    Change vs previous 13F +1,321 shares

    0.01% of the 13F portfolio, value $896,696.

    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 9,044 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $673,617.

    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).