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AVANTAX ADVISORY SERVICES, INC.: ONEV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 93,366 ONEV 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 93,366 shares
    Change vs previous 13F -15,127 shares

    0.07% of the 13F portfolio, value $12,053,522.

    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 108,493 shares
    Change vs previous 13F +1,656 shares

    0.08% of the 13F portfolio, value $13,756,025.

    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 106,837 shares
    Change vs previous 13F +3,482 shares

    0.08% of the 13F portfolio, value $13,404,805.

    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 103,355 shares
    Change vs previous 13F +8,507 shares

    0.09% of the 13F portfolio, value $13,414,620.

    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 94,848 shares
    Change vs previous 13F +9,072 shares

    0.08% of the 13F portfolio, value $11,210,681.

    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 85,776 shares
    Change vs previous 13F +23,546 shares

    0.09% of the 13F portfolio, value $10,651,445.

    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 62,230 shares
    Change vs previous 13F +11,173 shares

    0.07% of the 13F portfolio, value $7,120,965.

    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 51,057 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,354,770.

    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).