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AVANTAX ADVISORY SERVICES, INC.: SCZ position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 741,134 SCZ 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 741,134 shares
    Change vs previous 13F +16,753 shares

    0.3% of the 13F portfolio, value $53,865,603.

    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 724,381 shares
    Change vs previous 13F +43,730 shares

    0.28% of the 13F portfolio, value $46,019,922.

    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 680,651 shares
    Change vs previous 13F +10,247 shares

    0.26% of the 13F portfolio, value $41,349,551.

    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 670,404 shares
    Change vs previous 13F +14,015 shares

    0.3% of the 13F portfolio, value $45,386,342.

    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 656,389 shares
    Change vs previous 13F +92,303 shares

    0.29% of the 13F portfolio, value $40,459,797.

    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 564,086 shares
    Change vs previous 13F +34,584 shares

    0.32% of the 13F portfolio, value $35,723,581.

    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 529,502 shares
    Change vs previous 13F +24,473 shares

    0.33% of the 13F portfolio, value $32,776,129.

    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 505,029 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $28,518,947.

    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).