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AVANTAX ADVISORY SERVICES, INC.: SBI position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 157,997 SBI 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 157,997 shares
    Change vs previous 13F +430 shares

    0.01% of the 13F portfolio, value $1,188,136.

    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 157,567 shares
    Change vs previous 13F +1,957 shares

    0.01% of the 13F portfolio, value $1,229,026.

    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 155,610 shares
    Change vs previous 13F +4,090 shares

    0.01% of the 13F portfolio, value $1,204,419.

    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 151,520 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,242,464.

    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).