Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: SAN position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 146,103 SAN 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 146,103 shares
    Change vs previous 13F +61,386 shares

    0.01% of the 13F portfolio, value $1,212,658.

    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 84,717 shares
    Change vs previous 13F +8,670 shares

    <0.01% of the 13F portfolio, value $567,604.

    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 76,047 shares
    Change vs previous 13F +12,690 shares

    <0.01% of the 13F portfolio, value $346,772.

    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 63,357 shares
    Change vs previous 13F +3,268 shares

    <0.01% of the 13F portfolio, value $323,122.

    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 60,089 shares
    Change vs previous 13F +46,568 shares

    <0.01% of the 13F portfolio, value $278,210.

    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 13,521 shares
    Change vs previous 13F -2,556 shares

    <0.01% of the 13F portfolio, value $65,443.

    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 16,077 shares
    Change vs previous 13F +5,086 shares

    <0.01% of the 13F portfolio, value $66,560.

    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 10,991 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $41,326.

    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).