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AVANTAX ADVISORY SERVICES, INC.: RWJ position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 75,213 RWJ 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 75,213 shares
    Change vs previous 13F +6,428 shares

    0.02% of the 13F portfolio, value $3,255,963.

    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 68,785 shares
    Change vs previous 13F +5,037 shares

    0.02% of the 13F portfolio, value $2,799,554.

    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 63,748 shares
    Change vs previous 13F +7,062 shares

    0.02% of the 13F portfolio, value $2,917,096.

    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 56,686 shares
    Change vs previous 13F +4,068 shares

    0.02% of the 13F portfolio, value $2,591,134.

    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 52,618 shares
    Change vs previous 13F -9,055 shares

    0.02% of the 13F portfolio, value $2,108,414.

    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 61,673 shares
    Change vs previous 13F -39,481 shares

    0.02% of the 13F portfolio, value $2,640,240.

    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 101,154 shares
    Change vs previous 13F +9,427 shares

    0.04% of the 13F portfolio, value $4,190,790.

    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 91,727 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,340,686.

    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).