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AVANTAX ADVISORY SERVICES, INC.: OMFL position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 41,385 OMFL 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 41,385 shares
    Change vs previous 13F +1,435 shares

    0.01% of the 13F portfolio, value $2,391,254.

    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 39,950 shares
    Change vs previous 13F -188 shares

    0.01% of the 13F portfolio, value $2,129,743.

    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 40,138 shares
    Change vs previous 13F +12,810 shares

    0.01% of the 13F portfolio, value $2,176,701.

    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 27,328 shares
    Change vs previous 13F +9,252 shares

    0.01% of the 13F portfolio, value $1,448,126.

    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 18,076 shares
    Change vs previous 13F -23,007 shares

    0.01% of the 13F portfolio, value $948,798.

    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 41,083 shares
    Change vs previous 13F -1,289 shares

    0.02% of the 13F portfolio, value $2,269,000.

    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 42,372 shares
    Change vs previous 13F +29,359 shares

    0.02% of the 13F portfolio, value $2,178,361.

    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 13,013 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $596,522.

    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).