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AVANTAX ADVISORY SERVICES, INC.: OMFS position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 13,372 OMFS 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 13,372 shares
    Change vs previous 13F -1,321 shares

    <0.01% of the 13F portfolio, value $536,074.

    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 14,693 shares
    Change vs previous 13F -73,023 shares

    <0.01% of the 13F portfolio, value $558,178.

    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 87,716 shares
    Change vs previous 13F +114 shares

    0.02% of the 13F portfolio, value $3,470,343.

    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 87,602 shares
    Change vs previous 13F -1,655 shares

    0.02% of the 13F portfolio, value $3,464,664.

    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 89,257 shares
    Change vs previous 13F +186 shares

    0.02% of the 13F portfolio, value $3,240,926.

    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 89,071 shares
    Change vs previous 13F +27,138 shares

    0.03% of the 13F portfolio, value $3,364,210.

    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 61,933 shares
    Change vs previous 13F +32,104 shares

    0.02% of the 13F portfolio, value $2,403,011.

    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 29,829 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,012,090.

    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).