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AVANTAX ADVISORY SERVICES, INC.: RODM position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 310,540 RODM 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 310,540 shares
    Change vs previous 13F -1,971 shares

    0.06% of the 13F portfolio, value $10,589,427.

    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 312,511 shares
    Change vs previous 13F -4,306 shares

    0.06% of the 13F portfolio, value $9,684,712.

    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 316,817 shares
    Change vs previous 13F -10,257 shares

    0.06% of the 13F portfolio, value $9,003,950.

    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 327,074 shares
    Change vs previous 13F -44,553 shares

    0.07% of the 13F portfolio, value $9,976,252.

    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 371,627 shares
    Change vs previous 13F -77,197 shares

    0.07% of the 13F portfolio, value $10,265,259.

    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 448,824 shares
    Change vs previous 13F -4,570,560 shares

    0.11% of the 13F portfolio, value $12,567,075.

    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 5,019,384 shares
    Change vs previous 13F -874,643 shares

    1.37% of the 13F portfolio, value $137,631,471.

    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 5,894,027 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $151,181,762.

    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).