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AVANTAX ADVISORY SERVICES, INC.: SCHP position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 56,333 SCHP 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 56,333 shares
    Change vs previous 13F -3,418 shares

    0.01% of the 13F portfolio, value $1,502,974.

    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 59,751 shares
    Change vs previous 13F -151,919 shares

    0.01% of the 13F portfolio, value $1,606,695.

    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 211,670 shares
    Change vs previous 13F +79,793 shares

    0.03% of the 13F portfolio, value $5,467,435.

    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 131,877 shares
    Change vs previous 13F +5,160 shares

    0.05% of the 13F portfolio, value $7,072,576.

    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 126,717 shares
    Change vs previous 13F +4,588 shares

    0.05% of the 13F portfolio, value $6,590,537.

    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 122,129 shares
    Change vs previous 13F +42,822 shares

    0.06% of the 13F portfolio, value $6,370,266.

    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 79,307 shares
    Change vs previous 13F +18,908 shares

    0.04% of the 13F portfolio, value $4,139,820.

    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 60,399 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,049,556.

    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).