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AVANTAX ADVISORY SERVICES, INC.: SDY position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 100,578 SDY 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 100,578 shares
    Change vs previous 13F -778 shares

    0.08% of the 13F portfolio, value $13,651,513.

    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 101,356 shares
    Change vs previous 13F -8,746 shares

    0.08% of the 13F portfolio, value $13,752,041.

    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 110,102 shares
    Change vs previous 13F +1,335 shares

    0.09% of the 13F portfolio, value $14,544,468.

    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 108,767 shares
    Change vs previous 13F +659 shares

    0.1% of the 13F portfolio, value $15,449,250.

    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 108,108 shares
    Change vs previous 13F +1,636 shares

    0.1% of the 13F portfolio, value $13,749,154.

    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 106,472 shares
    Change vs previous 13F -2,361 shares

    0.12% of the 13F portfolio, value $13,973,364.

    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 108,833 shares
    Change vs previous 13F -690 shares

    0.14% of the 13F portfolio, value $13,600,901.

    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 109,523 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $12,596,276.

    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).