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AVANTAX ADVISORY SERVICES, INC.: QQQ position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 489,209 QQQ 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 489,209 shares
    Change vs previous 13F +19,531 shares

    1.48% of the 13F portfolio, value $269,867,415.

    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 469,678 shares
    Change vs previous 13F +67,974 shares

    1.34% of the 13F portfolio, value $220,241,562.

    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 401,704 shares
    Change vs previous 13F +21,242 shares

    1.29% of the 13F portfolio, value $205,363,189.

    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 380,462 shares
    Change vs previous 13F +13,330 shares

    1.22% of the 13F portfolio, value $185,691,861.

    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 367,132 shares
    Change vs previous 13F +12,939 shares

    1.25% of the 13F portfolio, value $175,896,596.

    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 354,193 shares
    Change vs previous 13F +13,035 shares

    1.4% of the 13F portfolio, value $157,265,224.

    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 341,158 shares
    Change vs previous 13F +35,842 shares

    1.39% of the 13F portfolio, value $139,711,011.

    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 305,316 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $109,385,658.

    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).