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AVANTAX ADVISORY SERVICES, INC.: QQQJ position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 63,581 QQQJ 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 63,581 shares
    Change vs previous 13F -8,515 shares

    0.01% of the 13F portfolio, value $2,033,322.

    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 72,096 shares
    Change vs previous 13F -6,270 shares

    0.01% of the 13F portfolio, value $2,091,511.

    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 78,366 shares
    Change vs previous 13F +6,987 shares

    0.02% of the 13F portfolio, value $2,419,930.

    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 71,379 shares
    Change vs previous 13F +3,508 shares

    0.01% of the 13F portfolio, value $2,167,772.

    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 67,871 shares
    Change vs previous 13F +3,999 shares

    0.01% of the 13F portfolio, value $1,891,558.

    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 63,872 shares
    Change vs previous 13F -2,233 shares

    0.02% of the 13F portfolio, value $1,846,532.

    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 66,105 shares
    Change vs previous 13F +520 shares

    0.02% of the 13F portfolio, value $1,784,186.

    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 65,585 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,616,017.

    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).