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AVANTAX ADVISORY SERVICES, INC.: SHV position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 37,819 SHV 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 37,819 shares
    Change vs previous 13F -1,496 shares

    0.02% of the 13F portfolio, value $4,175,993.

    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 39,315 shares
    Change vs previous 13F -11,858 shares

    0.03% of the 13F portfolio, value $4,342,719.

    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 51,173 shares
    Change vs previous 13F -8,938 shares

    0.04% of the 13F portfolio, value $5,634,655.

    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 60,111 shares
    Change vs previous 13F -4,097 shares

    0.04% of the 13F portfolio, value $6,650,093.

    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 64,208 shares
    Change vs previous 13F +28,994 shares

    0.05% of the 13F portfolio, value $7,094,969.

    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 35,214 shares
    Change vs previous 13F -200,405 shares

    0.03% of the 13F portfolio, value $3,892,551.

    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 235,619 shares
    Change vs previous 13F +14,622 shares

    0.26% of the 13F portfolio, value $25,948,723.

    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 220,997 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $24,413,524.

    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).