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AVANTAX ADVISORY SERVICES, INC.: QJUN position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 20,310 QJUN 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 20,310 shares
    Change vs previous 13F +1,953 shares

    <0.01% of the 13F portfolio, value $600,567.

    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 18,357 shares
    Change vs previous 13F -7,627 shares

    <0.01% of the 13F portfolio, value $485,543.

    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 25,984 shares
    Change vs previous 13F -10,495 shares

    <0.01% of the 13F portfolio, value $728,332.

    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 36,479 shares
    Change vs previous 13F +22,660 shares

    0.01% of the 13F portfolio, value $985,298.

    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 13,819 shares
    Change vs previous 13F -4,315 shares

    <0.01% of the 13F portfolio, value $365,789.

    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 18,134 shares
    Change vs previous 13F -5,388 shares

    <0.01% of the 13F portfolio, value $462,598.

    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 23,522 shares
    Change vs previous 13F -9,885 shares

    0.01% of the 13F portfolio, value $566,645.

    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 33,407 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $730,611.

    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).