Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: PR position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 144,186 PR 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 144,186 shares
    Change vs previous 13F +2,735 shares

    0.01% of the 13F portfolio, value $1,963,812.

    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 141,451 shares
    Change vs previous 13F +3,843 shares

    0.01% of the 13F portfolio, value $1,959,091.

    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 137,608 shares
    Change vs previous 13F -2,636 shares

    0.01% of the 13F portfolio, value $1,978,805.

    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 140,244 shares
    Change vs previous 13F +7,287 shares

    0.01% of the 13F portfolio, value $1,908,722.

    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 132,957 shares
    Change vs previous 13F +110,050 shares

    0.02% of the 13F portfolio, value $2,147,263.

    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 22,907 shares
    Change vs previous 13F +203 shares

    <0.01% of the 13F portfolio, value $404,532.

    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 22,704 shares
    Change vs previous 13F +205 shares

    <0.01% of the 13F portfolio, value $308,773.

    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 22,499 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $314,086.

    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).