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AVANTAX ADVISORY SERVICES, INC.: ROL position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 37,186 ROL 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 37,186 shares
    Change vs previous 13F +10,498 shares

    0.01% of the 13F portfolio, value $2,098,039.

    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 26,688 shares
    Change vs previous 13F +3,723 shares

    0.01% of the 13F portfolio, value $1,441,934.

    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 22,965 shares
    Change vs previous 13F +1,004 shares

    0.01% of the 13F portfolio, value $1,064,408.

    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 21,961 shares
    Change vs previous 13F +873 shares

    0.01% of the 13F portfolio, value $1,110,762.

    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 21,088 shares
    Change vs previous 13F +13,670 shares

    0.01% of the 13F portfolio, value $1,028,889.

    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 7,418 shares
    Change vs previous 13F +169 shares

    <0.01% of the 13F portfolio, value $343,223.

    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 7,249 shares
    Change vs previous 13F +99 shares

    <0.01% of the 13F portfolio, value $316,571.

    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 7,150 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $266,903.

    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).