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AVANTAX ADVISORY SERVICES, INC.: SCHJ position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 23,658 SCHJ 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 23,658 shares
    Change vs previous 13F -581 shares

    <0.01% of the 13F portfolio, value $586,948.

    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 24,239 shares
    Change vs previous 13F +1,370 shares

    <0.01% of the 13F portfolio, value $597,238.

    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 22,869 shares
    Change vs previous 13F +10,247 shares

    <0.01% of the 13F portfolio, value $557,421.

    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 12,622 shares
    Change vs previous 13F +5,280 shares

    <0.01% of the 13F portfolio, value $626,189.

    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 7,342 shares
    Change vs previous 13F +458 shares

    <0.01% of the 13F portfolio, value $354,492.

    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 6,884 shares
    Change vs previous 13F +130 shares

    <0.01% of the 13F portfolio, value $332,685.

    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 6,754 shares
    Change vs previous 13F +1,085 shares

    <0.01% of the 13F portfolio, value $326,748.

    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 5,669 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $266,224.

    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).