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AVANTAX ADVISORY SERVICES, INC.: SBSW position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 20,359 SBSW 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 20,359 shares
    Change vs previous 13F +2,700 shares

    <0.01% of the 13F portfolio, value $146,994.

    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 17,659 shares
    Change vs previous 13F +2,050 shares

    <0.01% of the 13F portfolio, value $80,879.

    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 15,609 shares
    Change vs previous 13F -2,089 shares

    <0.01% of the 13F portfolio, value $51,511.

    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 17,698 shares
    Change vs previous 13F +1,179 shares

    <0.01% of the 13F portfolio, value $72,739.

    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 16,519 shares
    Change vs previous 13F +631 shares

    <0.01% of the 13F portfolio, value $71,860.

    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 15,888 shares
    Change vs previous 13F -9,073 shares

    <0.01% of the 13F portfolio, value $74,831.

    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 24,961 shares
    Change vs previous 13F +718 shares

    <0.01% of the 13F portfolio, value $135,537.

    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 24,243 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $149,580.

    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).