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AVANTAX ADVISORY SERVICES, INC.: RWL position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 183,781 RWL 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 183,781 shares
    Change vs previous 13F +21,372 shares

    0.11% of the 13F portfolio, value $19,166,473.

    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 162,409 shares
    Change vs previous 13F +8,509 shares

    0.1% of the 13F portfolio, value $16,133,721.

    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 153,900 shares
    Change vs previous 13F +14,760 shares

    0.09% of the 13F portfolio, value $15,069,883.

    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 139,140 shares
    Change vs previous 13F +3,751 shares

    0.09% of the 13F portfolio, value $13,645,433.

    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 135,389 shares
    Change vs previous 13F +2,851 shares

    0.09% of the 13F portfolio, value $12,539,685.

    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 132,538 shares
    Change vs previous 13F +12,350 shares

    0.11% of the 13F portfolio, value $12,422,832.

    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 120,188 shares
    Change vs previous 13F -591 shares

    0.1% of the 13F portfolio, value $10,256,822.

    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 120,779 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $9,437,632.

    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).