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AVANTAX ADVISORY SERVICES, INC.: SCHF position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 1,781,173 SCHF 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 1,781,173 shares
    Change vs previous 13F +27,001 shares

    0.22% of the 13F portfolio, value $39,363,924.

    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 1,754,172 shares
    Change vs previous 13F -149 shares

    0.21% of the 13F portfolio, value $34,697,514.

    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 1,754,321 shares
    Change vs previous 13F +968,936 shares

    0.2% of the 13F portfolio, value $32,454,924.

    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 785,385 shares
    Change vs previous 13F +70,542 shares

    0.21% of the 13F portfolio, value $32,295,008.

    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 714,843 shares
    Change vs previous 13F +180,453 shares

    0.2% of the 13F portfolio, value $27,464,274.

    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 534,390 shares
    Change vs previous 13F +230,532 shares

    0.19% of the 13F portfolio, value $20,851,903.

    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 303,858 shares
    Change vs previous 13F +117,820 shares

    0.11% of the 13F portfolio, value $11,230,585.

    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 186,038 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,317,836.

    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).