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AVANTAX ADVISORY SERVICES, INC.: OUSM position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 902,661 OUSM 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 902,661 shares
    Change vs previous 13F +77,845 shares

    0.21% of the 13F portfolio, value $39,003,978.

    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 824,816 shares
    Change vs previous 13F +51,866 shares

    0.21% of the 13F portfolio, value $34,658,745.

    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 772,950 shares
    Change vs previous 13F +37,833 shares

    0.21% of the 13F portfolio, value $33,793,377.

    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 735,117 shares
    Change vs previous 13F +35,357 shares

    0.22% of the 13F portfolio, value $33,131,737.

    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 699,760 shares
    Change vs previous 13F +103,067 shares

    0.21% of the 13F portfolio, value $28,851,081.

    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 596,693 shares
    Change vs previous 13F +292,177 shares

    0.23% of the 13F portfolio, value $25,401,201.

    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 304,516 shares
    Change vs previous 13F +16,122 shares

    0.12% of the 13F portfolio, value $11,930,918.

    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 288,394 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $10,125,529.

    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).