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AVANTAX ADVISORY SERVICES, INC.: SECT position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 155,435 SECT 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 155,435 shares
    Change vs previous 13F +8,407 shares

    0.05% of the 13F portfolio, value $9,026,089.

    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 147,028 shares
    Change vs previous 13F +17,985 shares

    0.05% of the 13F portfolio, value $7,507,230.

    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 129,043 shares
    Change vs previous 13F +13,603 shares

    0.04% of the 13F portfolio, value $7,092,183.

    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 115,440 shares
    Change vs previous 13F +17,065 shares

    0.04% of the 13F portfolio, value $6,207,230.

    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 98,375 shares
    Change vs previous 13F +10,056 shares

    0.04% of the 13F portfolio, value $5,025,976.

    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 88,319 shares
    Change vs previous 13F +15,983 shares

    0.04% of the 13F portfolio, value $4,449,508.

    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 72,336 shares
    Change vs previous 13F +29,636 shares

    0.03% of the 13F portfolio, value $3,367,253.

    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 42,700 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,797,236.

    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).