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AVANTAX ADVISORY SERVICES, INC.: SCHR position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 32,128 SCHR 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 32,128 shares
    Change vs previous 13F +1,611 shares

    <0.01% of the 13F portfolio, value $804,172.

    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 30,517 shares
    Change vs previous 13F -649 shares

    <0.01% of the 13F portfolio, value $758,659.

    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 31,166 shares
    Change vs previous 13F +17,608 shares

    <0.01% of the 13F portfolio, value $757,013.

    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 13,558 shares
    Change vs previous 13F +38 shares

    <0.01% of the 13F portfolio, value $686,050.

    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 13,520 shares
    Change vs previous 13F +1,880 shares

    <0.01% of the 13F portfolio, value $659,354.

    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 11,640 shares
    Change vs previous 13F +4,174 shares

    0.01% of the 13F portfolio, value $570,923.

    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 7,466 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $371,202.

    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).