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AVANTAX ADVISORY SERVICES, INC.: QQEW position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 14,701 QQEW 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 14,701 shares
    Change vs previous 13F -3,765 shares

    0.01% of the 13F portfolio, value $2,006,532.

    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 18,466 shares
    Change vs previous 13F -1,525 shares

    0.01% of the 13F portfolio, value $2,233,067.

    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 19,991 shares
    Change vs previous 13F -551 shares

    0.02% of the 13F portfolio, value $2,498,062.

    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 20,542 shares
    Change vs previous 13F -2,702 shares

    0.02% of the 13F portfolio, value $2,576,932.

    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 23,244 shares
    Change vs previous 13F +2,127 shares

    0.02% of the 13F portfolio, value $2,865,780.

    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 21,117 shares
    Change vs previous 13F -4,995 shares

    0.02% of the 13F portfolio, value $2,616,439.

    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 26,112 shares
    Change vs previous 13F +11,578 shares

    0.03% of the 13F portfolio, value $3,066,816.

    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 14,534 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,511,435.

    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).