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AVANTAX ADVISORY SERVICES, INC.: RDVY position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 545,836 RDVY 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 545,836 shares
    Change vs previous 13F -32,454 shares

    0.19% of the 13F portfolio, value $34,245,752.

    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 578,290 shares
    Change vs previous 13F +16,508 shares

    0.21% of the 13F portfolio, value $33,853,071.

    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 561,782 shares
    Change vs previous 13F -20,520 shares

    0.21% of the 13F portfolio, value $33,223,780.

    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 582,302 shares
    Change vs previous 13F +14,579 shares

    0.23% of the 13F portfolio, value $34,478,106.

    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 567,723 shares
    Change vs previous 13F +90,903 shares

    0.22% of the 13F portfolio, value $31,082,820.

    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 476,820 shares
    Change vs previous 13F +229,800 shares

    0.24% of the 13F portfolio, value $26,782,983.

    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 247,020 shares
    Change vs previous 13F -48,775 shares

    0.13% of the 13F portfolio, value $12,763,545.

    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 295,795 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $13,591,779.

    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).