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AVANTAX ADVISORY SERVICES, INC.: SGOV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 155,336 SGOV 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 155,336 shares
    Change vs previous 13F +9,059 shares

    0.09% of the 13F portfolio, value $15,640,763.

    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 146,277 shares
    Change vs previous 13F +27,984 shares

    0.09% of the 13F portfolio, value $14,725,752.

    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 118,293 shares
    Change vs previous 13F -16,138 shares

    0.07% of the 13F portfolio, value $11,867,138.

    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 134,431 shares
    Change vs previous 13F -29,282 shares

    0.09% of the 13F portfolio, value $13,539,871.

    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 163,713 shares
    Change vs previous 13F +15,152 shares

    0.12% of the 13F portfolio, value $16,487,530.

    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 148,561 shares
    Change vs previous 13F +25,769 shares

    0.13% of the 13F portfolio, value $14,961,612.

    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 122,792 shares
    Change vs previous 13F +44,880 shares

    0.12% of the 13F portfolio, value $12,312,310.

    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 77,912 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,843,444.

    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).