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AVANTAX ADVISORY SERVICES, INC.: ORCL position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 126,825 ORCL 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 126,825 shares
    Change vs previous 13F +7,058 shares

    0.15% of the 13F portfolio, value $27,727,758.

    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 119,767 shares
    Change vs previous 13F +13,396 shares

    0.1% of the 13F portfolio, value $16,744,647.

    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 106,371 shares
    Change vs previous 13F +3,581 shares

    0.11% of the 13F portfolio, value $17,725,701.

    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 102,790 shares
    Change vs previous 13F +4,356 shares

    0.11% of the 13F portfolio, value $17,515,456.

    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 98,434 shares
    Change vs previous 13F +42,188 shares

    0.1% of the 13F portfolio, value $13,898,900.

    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 56,246 shares
    Change vs previous 13F +18,727 shares

    0.06% of the 13F portfolio, value $7,065,076.

    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 37,519 shares
    Change vs previous 13F +523 shares

    0.04% of the 13F portfolio, value $3,955,674.

    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 36,996 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,918,613.

    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).