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AVANTAX ADVISORY SERVICES, INC.: QUAL position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 263,620 QUAL 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 263,620 shares
    Change vs previous 13F +10,057 shares

    0.26% of the 13F portfolio, value $48,194,952.

    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 253,563 shares
    Change vs previous 13F +31,292 shares

    0.26% of the 13F portfolio, value $43,331,442.

    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 222,271 shares
    Change vs previous 13F +5,482 shares

    0.25% of the 13F portfolio, value $39,582,036.

    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 216,789 shares
    Change vs previous 13F +13,730 shares

    0.26% of the 13F portfolio, value $38,870,234.

    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 203,059 shares
    Change vs previous 13F +20,014 shares

    0.25% of the 13F portfolio, value $34,674,421.

    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 183,045 shares
    Change vs previous 13F +5,108 shares

    0.27% of the 13F portfolio, value $30,083,392.

    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 177,937 shares
    Change vs previous 13F +23,966 shares

    0.26% of the 13F portfolio, value $26,181,648.

    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 153,971 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $20,291,858.

    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).