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AVANTAX ADVISORY SERVICES, INC.: SDVY position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 701,789 SDVY 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 701,789 shares
    Change vs previous 13F +23,740 shares

    0.14% of the 13F portfolio, value $24,759,107.

    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 678,049 shares
    Change vs previous 13F -45,472 shares

    0.14% of the 13F portfolio, value $22,714,649.

    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 723,521 shares
    Change vs previous 13F +146,659 shares

    0.16% of the 13F portfolio, value $25,938,231.

    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 576,862 shares
    Change vs previous 13F +42,489 shares

    0.14% of the 13F portfolio, value $20,986,250.

    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 534,373 shares
    Change vs previous 13F +189,509 shares

    0.13% of the 13F portfolio, value $17,837,370.

    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 344,864 shares
    Change vs previous 13F +242,402 shares

    0.11% of the 13F portfolio, value $12,008,164.

    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 102,462 shares
    Change vs previous 13F +52,540 shares

    0.03% of the 13F portfolio, value $3,357,679.

    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 49,922 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,409,310.

    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).