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AVANTAX ADVISORY SERVICES, INC.: ROK position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 7,060 ROK 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 7,060 shares
    Change vs previous 13F -107 shares

    0.01% of the 13F portfolio, value $2,345,220.

    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 7,167 shares
    Change vs previous 13F +1,667 shares

    0.01% of the 13F portfolio, value $1,851,835.

    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 5,500 shares
    Change vs previous 13F +1,052 shares

    0.01% of the 13F portfolio, value $1,571,866.

    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 4,448 shares
    Change vs previous 13F +307 shares

    0.01% of the 13F portfolio, value $1,194,043.

    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 4,141 shares
    Change vs previous 13F +847 shares

    0.01% of the 13F portfolio, value $1,139,957.

    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 3,294 shares
    Change vs previous 13F +429 shares

    0.01% of the 13F portfolio, value $959,697.

    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 2,865 shares
    Change vs previous 13F -3 shares

    0.01% of the 13F portfolio, value $889,545.

    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 2,868 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $819,842.

    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).