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AVANTAX ADVISORY SERVICES, INC.: SHM position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 52,386 SHM 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 52,386 shares
    Change vs previous 13F -3,478 shares

    0.01% of the 13F portfolio, value $2,505,610.

    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 55,864 shares
    Change vs previous 13F -3,124 shares

    0.02% of the 13F portfolio, value $2,659,115.

    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 58,988 shares
    Change vs previous 13F +3,406 shares

    0.02% of the 13F portfolio, value $2,795,444.

    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 55,582 shares
    Change vs previous 13F -31,093 shares

    0.02% of the 13F portfolio, value $2,675,705.

    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 86,675 shares
    Change vs previous 13F -107,823 shares

    0.03% of the 13F portfolio, value $4,090,216.

    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 194,498 shares
    Change vs previous 13F -230,101 shares

    0.08% of the 13F portfolio, value $9,226,963.

    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 424,599 shares
    Change vs previous 13F +20,349 shares

    0.2% of the 13F portfolio, value $20,291,564.

    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 404,250 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $18,688,496.

    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).