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AVANTAX ADVISORY SERVICES, INC.: RSP position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 244,644 RSP 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 244,644 shares
    Change vs previous 13F +4,987 shares

    0.24% of the 13F portfolio, value $44,461,657.

    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 239,657 shares
    Change vs previous 13F +131,417 shares

    0.25% of the 13F portfolio, value $41,515,794.

    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 108,240 shares
    Change vs previous 13F -1,948 shares

    0.12% of the 13F portfolio, value $18,966,877.

    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 110,188 shares
    Change vs previous 13F -18,200 shares

    0.13% of the 13F portfolio, value $19,741,356.

    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 128,388 shares
    Change vs previous 13F -4,894 shares

    0.15% of the 13F portfolio, value $21,091,508.

    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 133,282 shares
    Change vs previous 13F +807 shares

    0.2% of the 13F portfolio, value $22,573,900.

    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 132,475 shares
    Change vs previous 13F +22,817 shares

    0.21% of the 13F portfolio, value $20,904,536.

    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 109,658 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $15,537,372.

    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).