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AVANTAX ADVISORY SERVICES, INC.: SCHZ position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 932,303 SCHZ 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 932,303 shares
    Change vs previous 13F +142,367 shares

    0.12% of the 13F portfolio, value $21,666,720.

    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 789,936 shares
    Change vs previous 13F -114,812 shares

    0.11% of the 13F portfolio, value $18,294,908.

    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 904,748 shares
    Change vs previous 13F +547,847 shares

    0.13% of the 13F portfolio, value $20,537,782.

    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 356,901 shares
    Change vs previous 13F +49,884 shares

    0.11% of the 13F portfolio, value $16,959,945.

    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 307,017 shares
    Change vs previous 13F +78,948 shares

    0.1% of the 13F portfolio, value $13,993,814.

    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 228,069 shares
    Change vs previous 13F +33,047 shares

    0.09% of the 13F portfolio, value $10,491,182.

    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 195,022 shares
    Change vs previous 13F +172,108 shares

    0.09% of the 13F portfolio, value $9,091,928.

    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 22,914 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,013,504.

    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).