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AVANTAX ADVISORY SERVICES, INC.: QQQM position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 265,759 QQQM 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 265,759 shares
    Change vs previous 13F +21,529 shares

    0.33% of the 13F portfolio, value $60,353,956.

    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 244,230 shares
    Change vs previous 13F -5,083 shares

    0.29% of the 13F portfolio, value $47,141,345.

    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 249,313 shares
    Change vs previous 13F +23,173 shares

    0.33% of the 13F portfolio, value $52,467,917.

    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 226,140 shares
    Change vs previous 13F +8,504 shares

    0.3% of the 13F portfolio, value $45,420,133.

    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 217,636 shares
    Change vs previous 13F +41,169 shares

    0.31% of the 13F portfolio, value $42,898,211.

    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 176,467 shares
    Change vs previous 13F +34,361 shares

    0.29% of the 13F portfolio, value $32,238,825.

    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 142,106 shares
    Change vs previous 13F +4,044 shares

    0.24% of the 13F portfolio, value $23,950,581.

    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 138,062 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $20,351,721.

    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).