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AVANTAX ADVISORY SERVICES, INC.: SGOL position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 83,135 SGOL 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 83,135 shares
    Change vs previous 13F +522 shares

    0.01% of the 13F portfolio, value $2,622,078.

    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 82,613 shares
    Change vs previous 13F -815 shares

    0.01% of the 13F portfolio, value $2,463,520.

    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 83,428 shares
    Change vs previous 13F +9,758 shares

    0.01% of the 13F portfolio, value $2,089,871.

    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 73,670 shares
    Change vs previous 13F -58,947 shares

    0.01% of the 13F portfolio, value $1,851,327.

    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 132,617 shares
    Change vs previous 13F +31,761 shares

    0.02% of the 13F portfolio, value $2,946,750.

    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 100,856 shares
    Change vs previous 13F +11,605 shares

    0.02% of the 13F portfolio, value $2,142,181.

    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 89,251 shares
    Change vs previous 13F +29,623 shares

    0.02% of the 13F portfolio, value $1,761,815.

    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 59,628 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,054,819.

    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).