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AVANTAX ADVISORY SERVICES, INC.: SCHA position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 108,885 SCHA 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 108,885 shares
    Change vs previous 13F +811 shares

    0.02% of the 13F portfolio, value $2,754,799.

    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 108,074 shares
    Change vs previous 13F +19,466 shares

    0.02% of the 13F portfolio, value $2,532,183.

    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 88,608 shares
    Change vs previous 13F +45,438 shares

    0.01% of the 13F portfolio, value $2,291,391.

    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 43,170 shares
    Change vs previous 13F -2,231 shares

    0.01% of the 13F portfolio, value $2,223,258.

    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 45,401 shares
    Change vs previous 13F -5,945 shares

    0.02% of the 13F portfolio, value $2,154,254.

    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 51,346 shares
    Change vs previous 13F -4,575 shares

    0.02% of the 13F portfolio, value $2,528,277.

    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 55,921 shares
    Change vs previous 13F +18,915 shares

    0.03% of the 13F portfolio, value $2,641,724.

    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 37,006 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,532,808.

    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).