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AVANTAX ADVISORY SERVICES, INC.: SHOP position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 46,695 SHOP 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 46,695 shares
    Change vs previous 13F +4,614 shares

    0.03% of the 13F portfolio, value $5,386,231.

    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 42,081 shares
    Change vs previous 13F -445 shares

    0.02% of the 13F portfolio, value $4,017,863.

    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 42,526 shares
    Change vs previous 13F +842 shares

    0.03% of the 13F portfolio, value $4,521,790.

    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 41,684 shares
    Change vs previous 13F +875 shares

    0.02% of the 13F portfolio, value $3,340,556.

    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 40,809 shares
    Change vs previous 13F +5,753 shares

    0.02% of the 13F portfolio, value $2,695,434.

    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 35,056 shares
    Change vs previous 13F -1,421 shares

    0.02% of the 13F portfolio, value $2,705,272.

    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 36,477 shares
    Change vs previous 13F -2,919 shares

    0.03% of the 13F portfolio, value $2,841,558.

    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 39,396 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,149,840.

    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).