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AVANTAX ADVISORY SERVICES, INC.: ROUS position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 85,364 ROUS 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 85,364 shares
    Change vs previous 13F -6,823 shares

    0.03% of the 13F portfolio, value $4,583,191.

    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 92,187 shares
    Change vs previous 13F +364 shares

    0.03% of the 13F portfolio, value $4,676,667.

    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 91,823 shares
    Change vs previous 13F +1,886 shares

    0.03% of the 13F portfolio, value $4,672,850.

    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 89,937 shares
    Change vs previous 13F -25,426 shares

    0.03% of the 13F portfolio, value $4,664,136.

    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 115,363 shares
    Change vs previous 13F -158,314 shares

    0.04% of the 13F portfolio, value $5,548,440.

    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 273,677 shares
    Change vs previous 13F -208,031 shares

    0.12% of the 13F portfolio, value $13,186,456.

    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 481,708 shares
    Change vs previous 13F -8,468 shares

    0.21% of the 13F portfolio, value $21,190,344.

    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 490,176 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $19,684,323.

    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).