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AVANTAX ADVISORY SERVICES, INC.: RAAX position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 46,602 RAAX 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 46,602 shares
    Change vs previous 13F +13,328 shares

    0.01% of the 13F portfolio, value $1,446,995.

    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 33,274 shares
    Change vs previous 13F +16,411 shares

    0.01% of the 13F portfolio, value $1,012,374.

    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 16,863 shares
    Change vs previous 13F -344 shares

    <0.01% of the 13F portfolio, value $475,371.

    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 17,207 shares
    Change vs previous 13F -217 shares

    <0.01% of the 13F portfolio, value $497,954.

    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 17,424 shares
    Change vs previous 13F -592 shares

    <0.01% of the 13F portfolio, value $474,706.

    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 18,016 shares
    Change vs previous 13F -6,259 shares

    <0.01% of the 13F portfolio, value $488,223.

    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 24,275 shares
    Change vs previous 13F -1,549 shares

    0.01% of the 13F portfolio, value $619,982.

    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 25,824 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $654,117.

    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).